Ventus Wealth Management provides comprehensive financial planning and investment management services. The firm helps clients navigate various financial topics, including retirement planning, tax strategies, estate planning, cash flow, debt management, and employee benefits. Ventus Wealth Management builds personalized portfolios using a passive investment approach, focusing on index funds and exchange-traded funds. The firm also manages held-away accounts like retirement plans through third-party systems. Clients can receive ongoing support through annual planning retainers or standalone project-based financial plans. There is no minimum investment required to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Applies to accounts over $500,000. Accounts under $500,000 pay a fixed fee of $100-$300 per month instead. Fees are negotiable.
