Ventus Wealth Management (VWM) offers ongoing financial planning covering various topics like retirement, risk management, and estate planning. Investment management is available for financial planning clients, managing tailored portfolios based on individual needs. VWM also provides one-time project-based financial planning services. Additionally, VWM offers consulting services to other investment advisors.
Assets Under Management$4.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. For clients with investable assets under $500,000, VWM charges a fixed fee ranging from $100-300 per month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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