KV
KV

Kristen Marie Ventre

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
531 clients
Average Client Portfolio
$12.6M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.90%
$4.0M - $6.0M0.70%
$6M+0.50%

Fees are negotiable in certain cases based on account size, relationship pricing, services required, and/or other factors. Discounted fee schedules are offered to current and former employees of FNBIA and its affiliates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

220 St Charles Way, Suite 130, York, PA, 17402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fnb Wealth Management
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Girard Advisory Services, LLC
January 2021 - January 2022 · 1 yr
Bb&t Institutional Investment Advisers, INC.
September 2015 - October 2020 · 5 yrs 1 mo
Valley Forge Asset Management, LLC
December 2008 - August 2015 · 6 yrs 8 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.