Aventine Financial Group is a registered investment advisor founded in 2018 and based in Doylestown, Pennsylvania, owned and operated by Frank Fiumecaldo. Aventine provides comprehensive financial planning and investment management services tailored to individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm's service offerings include Premium Financial Planning Services, Platinum Investment Advisory Services, and Private Wealth Management Services. Premium Financial Planning covers investment planning, cash flow and debt management, tax planning, healthcare expense planning, estate planning, retirement planning, insurance planning, and education planning. Platinum Investment Advisory Services provides customized, ongoing discretionary investment management using low-cost mutual funds, exchange-traded funds, individual stocks, bonds, options, and cryptocurrency exchange-traded funds based on model allocations. Private Wealth Management Services combines both comprehensive financial planning and investment management into a bundled offering. Aventine uses fundamental and technical analysis, directs substantially all client trades to Charles Schwab & Co., and utilizes a third party for proxy voting.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Platinum Investment Advisory Services charges 1.00% annually. Private Wealth Management Services charges 0.85% annually and includes financial planning.
