Aventail Wealth Management manages investment portfolios using ETFs, mutual funds, stocks, and bonds. They also offer financial planning to help clients navigate life events and achieve financial security. Aventail begins with a Discovery Meeting to understand your values and goals. They create an Investment Policy Statement to determine the appropriate asset mix for your risk tolerance.
Assets Under Management$60M
Clients142
Advisors1
Avg. per Client$420K
Avg. per Advisor$60M
linkedin.com/company/aventail-wealth-management... ·www.aventailwm.com ·www.facebook.com/aventailwm100
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.60% |
Fees may be negotiable. There is a $1,200 minimum annual fee requirement ($100 billed monthly), which may be waived or reduced if circumstances are warranted. Accounts with portfolio values that fall below $100,000 will be subject to this minimum annual fee, which can cause the fee to exceed the highest published 1.25% Annual Fee Rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...