Virtuevian Ventures offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, and corporations. Virtuevian creates customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, or options contracts. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
Virtuevian Ventures charges an annual wealth management fee ranging from 1.50% to 3.00% based on the complexity of services, level of assets managed, and the overall relationship. Fees are paid daily or monthly. Wealth management fees may be negotiable at the sole discretion of Virtuevian. Please note that wealth management fees of up to 3.00% are in excess of the industry norm and that similar advisory services can be obtained elsewhere for a lower fee rate.