Venture Visionary Partners (VVP) offers investment management services tailored to individual client needs, including discretionary and non-discretionary options. VVP also provides financial planning services, covering areas like tax planning, retirement planning, and insurance analysis. VVP may recommend third-party investment managers and has a business relationship with Dynasty Financial Partners for operational support.
Fee Structure
Venture Visionary Partners' annual fee for investment management will not exceed 1.50% of the value of your portfolio. The specific fee depends on the amount you invest, the complexity of services, and the level of administration required. Fees are billed quarterly in advance, and adjustments are made for large deposits or withdrawals. The fee is negotiable.