Aventine Financial Group offers investment advice to individuals, high-net-worth individuals, trusts, estates, and retirement plans. Aventine's services include financial planning, investment management, and a combination of both. Financial planning covers areas like investment, cash flow, tax, healthcare, estate, retirement, insurance, and education. Investment management involves creating a portfolio of low-cost, diversified mutual funds and exchange-traded funds (ETFs) based on the client's goals and risk tolerance.
Assets Under Management$150M
Clients133
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is for Platinum Investment Advisory Services. Private Wealth Management Services, which combines financial planning and investment advisory services, charges 0.85% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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