Venturi Private Wealth provides investment management, wealth management, financial planning, consulting, insurance, and family office services. They evaluate each client's financial situation and create an investment plan. Venturi manages assets through mutual funds, ETFs, individual securities, and independent investment managers. They also offer advice on variable life insurance, annuity contracts, and assets in employer-sponsored retirement plans. Family office services are available for high-net-worth families with complex financial needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.40% |
| $100.0M - $200.0M | 0.35% |
| $200.0M - $300.0M | 0.30% |
| $300M+ | 0.30% |
Participation in Venturi’s ProActive Strategy incurs an additional 0.08% annual fee on this portion of the portfolio to cover costs associated with Venturi’s research partner, Ned Davis Research. Smaller accounts may be accepted at the discretion of the firm and would be charged an annual fee rate of 1% until assets reach the portfolio levels shown above.