Aventura Private Wealth provides investment advice, including portfolio management and investment analysis, to individuals, high-net-worth individuals, families, trusts, charitable organizations, foundations, and corporations. Aventura Private Wealth uses quantitative, fundamental, technical, and economic analysis to determine investment strategies. Financial planning and consulting services are offered incidentally and do not incur additional fees. Aventura Private Wealth does not act as a custodian of client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be higher or lower than this range. Performance-based fees are also charged to some clients, up to 20% of net profits (after Aventura Private Wealth's management fee has been deducted) achieved for the previous quarter’s account management. The performance fee is payable only if the net profits in the client account(s) exceed the performance calculation of the previous year (a “high water mark”).