Ventura Wealth Management offers financial planning and investment management services to individuals, families, trusts, estates, charitable organizations, corporations, pension plans, and 401(k)s. Ventura Wealth uses model portfolios to manage investments based on client objectives. These portfolios invest in various asset classes, including stocks, bonds, ETFs, and mutual funds. Financial planning services cover cash flow, asset allocation, tax, insurance, estate, retirement, and education planning.
Assets Under Management$600M
Clients531
Advisors9
Avg. per Client$1.1M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for assets over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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