Aventail Wealth Management manages investment portfolios and offers personalized financial planning and consulting services. Aventail Wealth Management builds customized investment strategies using exchange-traded funds, mutual funds, individual stocks, and bonds based on each client's risk tolerance and financial goals. The firm specializes in comprehensive wealth management, retirement planning, and investment oversight for individuals and families, while operating as a fiduciary legally required to act in your best interest.
Assets Under Management$49M
Clients113
Advisors1
Avg. per Client$440K
Avg. per Advisor$49M
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Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.60% |
Fees are negotiable on a client-by-client basis. Minimum annual fee of $1,200 applies.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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