Assets Under Management

$25.4M

Number of Clients

14

Number of Advisors

1

Average Client AUM

$1.8M

AUM per Advisor

$25.4M

Compensation

Fee-Only (AUM)

About This Firm

Ventum Advisors offers asset management services with continuous supervision over client accounts, and financial planning services covering investment, retirement, portfolio review, asset allocation, and real estate planning. They primarily follow a value-investing strategy and tailor services to individual client needs.

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location

181 Bay Street, Suite 2500, Toronto, M5J 2T3

1 Advisors at this firm