Ventum Advisors offers ongoing investment management based on your financial situation and goals. They also offer financial planning services, which involve preparing a written financial plan covering topics like investment planning, retirement planning, and real estate planning. Ventum Advisors will need to obtain certain information from you to determine your financial situation and investment objectives.
Fee Structure
Ventum Advisors charges a percentage of your portfolio's value each year for investment management services. The fee is calculated based on the value of your account on the last day of each month and is billed at the end of the month. The fees are negotiable based on several factors, including the investment advisor representative providing the services, the type of client, and the amount of assets under management.