Ventoux Financial Advisors (VFA) offers financial planning and investment management services to individuals, high net worth individuals, and other entities. VFA creates financial plans tailored to each client's needs, covering areas like retirement, taxes, investments, insurance, and estate planning. VFA also manages investment portfolios based on clients' goals, risk tolerance, and time horizon. Investment decisions are made on a discretionary basis.
Assets Under Management$68M
Clients55
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...