Ventana Private Wealth offers investment management based on a client's financial situation and goals. They allocate investments across various asset classes, including mutual funds, ETFs, fixed income, real estate funds, equities, structured products, and private investment funds. They also offer financial planning services covering retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. Clients make their own decisions about implementing the financial plan.
Assets Under Management$160M
Clients33
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable. Minimum relationship assets under management is $3,000,000, subject to firm discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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