Aventus Advisors offers investment management and financial planning services. Investment management includes assessing client objectives and structuring investment programs. Financial planning covers various services to help clients manage their financial resources. Aventus Advisors also provides investment advice to participants in defined-contribution retirement plans. They may also offer educational seminars on investing and the economy.
Assets Under Management$130M
Clients150
Advisors2
Avg. per Client$870K
Avg. per Advisor$65M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable and may be waived or reduced based on certain criteria. Accounts of members of the same household may be aggregated for fee determination.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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