Ventum Advisors provides continuous asset management services, overseeing client portfolios based on individual financial situations, risk tolerance, and investment objectives. Ventum Advisors also offers financial planning services, creating full or modular written plans covering areas like retirement, asset allocation, and real estate, though financial planning clients must also use Ventum Advisors for asset management. The firm primarily follows a value-investing strategy, focusing on long-term purchases of publicly traded securities, equities, exchange-traded funds, mutual funds, and fixed income products. Ventum Advisors tailors its advisory services to individual needs, allowing clients to place reasonable restrictions on account management.
Fee Structure
Ventum Advisors does not disclose a specific fee percentage or tiered schedule in the brochure for its asset management services, noting that fees are negotiable based on the representative, client type, complexity, and portfolio composition. Fees are billed monthly in arrears based on the portfolio's fair market value. There is a minimum portfolio size of $50,000 to use the firm's services.