Venture Partners Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. Venture Partners Wealth Management creates investment strategies using mutual funds, exchange-traded funds, individual stocks and bonds, and independent managers. The firm also provides financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
Venture Partners Wealth Management charges a percentage of your portfolio each year. The fee ranges from 0.25% to 1.50% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. For certain securities without transaction costs, the fee ranges from 0.25% to 1.00% annually, charged quarterly. Fees may be negotiable.