Adventure Wealth Advisors provides financial planning and investment management services. Financial planning can include cash flow and budgeting, tax planning strategies, insurance review, investment strategy, retirement planning, education planning, and estate planning. Investment management is provided as a stand-alone service but may include financial planning. Client portfolios are constructed based on the client's financial plan, age, time horizon, risk tolerance, and investable assets. Adventure Wealth uses a passive investment strategy focusing on index funds.
Assets Under Management$25M
Clients31
Advisors1
Avg. per Client$810K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
This is a blended fee schedule where the initial tiers are continuously in effect. Fees can be negotiable on the advisor’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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