Ventura Coast Wealth Management is a fee-only firm offering financial planning and investment monitoring services. Clients can choose from various services tailored to their unique needs, including cash flow management, retirement planning, estate planning, and investment selection. Ventura Coast Wealth Management does not take custody of client assets and provides investment advice on a non-discretionary basis, requiring client consent for each transaction.
Assets Under Management$7M
Clients17
Advisors1
Avg. per Client$410K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.55% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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