Viento Financial Group manages investment portfolios and offers personalized financial planning for individuals, families, and businesses. Viento Financial Group creates custom investment policies based on your personal goals, time horizon, risk tolerance, and tax situation. The firm builds portfolios using exchange-traded funds, mutual funds, individual stocks, certificates of deposit, and municipal bonds, while avoiding fossil fuels, weapons, and other restricted industries. Viento Financial Group operates as a registered investment advisor with offices in Oregon and provides continuous portfolio monitoring and annual reviews.
Assets Under Management$51M
Clients83
Advisors2
Avg. per Client$610K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
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% |
Fees are assessed based on the average daily balance and billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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