Viento Financial Group offers investment advice and manages client funds based on individual needs. They develop a personal investment policy and manage a portfolio based on that policy. They also offer financial planning services, providing clients with a detailed financial plan designed to assist in achieving their financial goals. If a client maintains an investment account, they are eligible for one free financial planning engagement per year.
Assets Under Management$44M
Clients73
Advisors2
Avg. per Client$610K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 2.00% |
| $400K - $445K | 1.80% |
| $445K - $500K | 1.60% |
| $500K - $572K | 1.40% |
| $572K - $667K | 1.20% |
| $667K - $800K | 1.00% |
| $800K+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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