WealthVenue Partners Inc. provides asset management services through its proprietary WealthVenue Portfolios, accessible via an online portal. Clients answer an online questionnaire to determine the appropriate mix of securities for their investment portfolios. WealthVenue then recommends a portfolio, which they can manage or clients can manage independently, receiving buy and hold alerts. WealthVenue also publishes a list of constituents of a proprietary index for paying clients through an app or web portal.
Fee Structure
WealthVenue Partners Inc. charges an annual fee based on the initial and subsequent deposits (or withdrawals) to your accounts. The fees are negotiable but non-refundable. The fee is billed and payable within ten (10) days of the account's deposits or withdrawals. Here are the standard fee ranges:
- $0 - $500,000: $15,700
- $500,001 - $1,000,000: $25,300
- $1,000,001 - $3,000,000: $63,500
- Over $3,000,000: $157,900