Robert Knox

Venn Wealth & Benefit Services manages investments through advisor-directed brokerage accounts, model accounts, and advised accounts. Fees for model and advisor-directed accounts range from 0.20% to 1.20% on the first $500K, 0.20% to 1.00% on the next $500K to $1M, 0.20% to 0.85% on the next $1M to $2M, and 0.15% to 0.70% on amounts over $2M. Fees for advised accounts range from 0.02% to 0.40%. Fees are negotiable and may vary depending on the representative, assets invested, complexity, and servicing needs.