Venado Investment Advisors provides investment management and financial planning services. Investment management involves creating a plan based on your goals, risk tolerance, and time horizon. Financial planning covers topics like retirement, cash flow, and estate planning. You are not required to act on any recommendations, or to execute transactions through Venado Investment Advisors.
Assets Under Management$1M
Clients3
Advisors1
Avg. per Client$330K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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