Eight Ventures Private Wealth Management
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Eight Ventures Private Wealth Management offers customized financial plans and investment advice. They focus on building diversified portfolios designed to minimize risk and maximize tax efficiency. Eight Ventures typically manages accounts on a discretionary basis, but can provide non-discretionary services. They may also assist clients in securing insurance coverage as an independent insurance broker.
Assets Under Management$54M
Clients43
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees may be negotiable in special situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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