Veneroso Wealth Management offers personalized investment management and financial planning services. Veneroso Wealth Management builds customized portfolios based on each client's goals, time horizon, and risk tolerance, holding the authority to make trades on the client's behalf without asking first. In addition to investment oversight, Veneroso Wealth Management provides comprehensive financial planning covering personal finances, education funding, tax and cash flow planning, retirement strategies, estate planning, and insurance reviews. Clients can also receive standalone financial consulting on an hourly basis. Veneroso Wealth Management operates out of Woodbury, New York, and serves individuals, high net worth individuals, businesses, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees for amounts over $10 million are custom. Veneroso Wealth Management may customize billing using fixed fees or breakpoints, and may group related client accounts for householding discounts.