Venture Financial Advisors provides financial planning to individuals and investment advice to individuals, entrepreneurs, and small businesses. They offer an initial free interview to assess your financial situation, goals, and risk tolerance. If you proceed, they'll create a Client Investment Policy Statement. They meet with clients at least annually and are available as needed.
Assets Under Management$1.6M
Clients12
Advisors2
Avg. per Client$130K
Avg. per Advisor$810K
Fee Structure
Venture Financial Advisors charges up to $2,500 per quarter (up to $10,000 annually) for financial planning services. The fee depends on the complexity of your situation and is billed after the quarter ends. Fees may be decreased at the firm's discretion.
Annual Retainer:Up to $10,000/year
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