Ventura Wealth Management offers comprehensive financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm uses various proprietary and model portfolios—ranging from current income and moderate allocation to global balanced, core equity, global alpha, and dynamic asset rotation—to tailor investments to each client's specific goals and risk tolerance. In addition to managing portfolios, Ventura Wealth Management assists clients with retirement planning, cash flow analysis, income tax strategies, insurance, estate planning, and education funding. The team is led by experienced professionals holding credentials such as the Certified Financial Planner designation and Chartered Financial Analyst charter.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on account size and specific client circumstances.