Venture Wealth Solutions offers investment management and financial planning services to individuals, high net worth individuals, and businesses. Investment strategies are tailored to client goals and risk tolerance. Financial planning covers various topics, including retirement, taxes, and estate planning. Ongoing financial planning is offered on a quarterly basis and includes an annual updated full financial plan.
Assets Under Management$110K
Clients2
Advisors1
Avg. per Client$56K
Avg. per Advisor$110K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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