Venator Management LLC

Fee-Only (% of Portfolio)

Venator Management manages investments for individuals, pension plans, trusts, foundations, and endowments through separately managed accounts, and also manages a hedge fund. Venator uses an opportunistic, value-oriented approach, focusing on independent thought and risk-reward analysis. Venator has the authority to make trades in client accounts without asking first.

Assets Under Management$430M
Clients76
Advisors2
Avg. per Client$5.6M
Avg. per Advisor$210M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $10.0M0.75%
$10.0M - $25.0M0.65%
$25M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

2 Advisors at this firm