VentureMFO LLC offers customized investment management, family office, and exit planning services. Investment management is offered primarily to high-net-worth individuals and their families. Family office services include legacy planning, estate and financial planning, cash management, investment oversight, tax compliance, and family governance. Exit planning services are directed towards private business owners.
Assets Under Management$78M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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