Venture Visionary Partners is a registered investment advisor based in Sylvania, Ohio, offering personalized investment management, financial planning, and wealth management services. The firm designs custom portfolios tailored to each client's specific risk tolerance and goals, utilizing model portfolios, individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. In addition to portfolio management, Venture Visionary Partners provides comprehensive wealth consulting covering retirement planning, income and estate tax strategies, business sale structuring, college savings, and insurance analysis. The firm works with a wide variety of clients, including individuals, high-net-worth families, trusts, charitable organizations, and corporate retirement plans. While Venture Visionary Partners maintains the primary client relationship, the firm collaborates with third-party platforms and independent managers to deliver specialized investment strategies and operational support.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fee will not exceed 1.50% and is negotiable based on account size, complexity, and services provided.