VentureMFO offers customized investment management, family office services, and exit planning primarily for high-net-worth individuals and their families. Founded in 2019 and based in Boca Raton, Florida, the firm manages portfolios mainly using exchange-traded funds and model portfolios. VentureMFO also operates an accounting practice through its owner, Cameron A. Caprio, who holds Certified Financial Planner and Certified Public Accountant designations. The firm tailors its services to each client's specific objectives and risk tolerance, providing both discretionary and non-discretionary portfolio management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable depending on individual client circumstances. Family member household accounts may be combined to reach breakpoints.