Aquila Ventures offers investment advice and manages money for securities investments, including individual stocks, bonds, and equity options. Investment recommendations are tailored to each client's needs after detailed conversations. Aquila Ventures is a fee-only advisory business, charging either a percentage of assets under management or an hourly fee. Client assets are managed on both discretionary and non-discretionary bases.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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