Assets Under Management
$57.8M
Number of Clients
127
Number of Advisors
4
Average Client AUM
$455K
AUM per Advisor
$14.5M
Compensation
Commission-BasedFee-Only (AUM)
Aventura Capital Management offers investment supervisory services, allocating assets among various securities. They may also refer clients to independent funds/managers and advise on asset allocation for variable annuities/life insurance. Services are offered on a fee basis based on AUM. Certain representatives may offer securities brokerage and insurance products under a commission arrangement.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally not negotiable; however, in certain circumstances, the Company may accept other negotiated rates.
5550 Glades Road, Suite 535, Boca Raton, FL, 33431