Aventus Wealth Management offers investment management based on a percentage of assets. They also provide financial planning services, either on their own or alongside investment management. Aventus works with clients to understand their goals and create tailored financial plans. They may recommend third-party professionals, but clients aren't required to use them. Aventus may utilize model portfolios available through the Schwab Model Marketplace® platform to support portfolio construction and management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Specific fees applicable to your account are set forth in your Investment Advisory Agreement and may vary based on account size, portfolio complexity, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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