Ventum Advisors charges an annual fee based on a percentage of assets under management. The fees are negotiable based on various factors, including the investment adviser representative, client type, complexity, account composition, potential for additional deposits, client relationship, and total assets under management. There is a minimum portfolio size of $50,000. Financial planning services are only provided to clients who are currently receiving asset management services from Ventum Advisors for an asset management fee, and Ventum Advisors waives any fees for the financial planning services.