Roventini Financial Services, Inc. offers ongoing portfolio management services. They create a plan for each client based on their financial situation, risk tolerance, and goals. Roventini Financial Services generally limits its investment advice to mutual funds and ETFs, but may use other securities to diversify a portfolio. They do not participate in wrap fee programs.
Assets Under Management$15M
Clients40
Advisors1
Avg. per Client$380K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...