Aventura Capital Management, LLC
Assets Under Management
$57.8M
Number of Clients
127
Number of Advisors
4
Average Client AUM
$455K
AUM per Advisor
$14.5M
Compensation
Commission-BasedFee-Only (AUM)
About This Firm
Aventura Capital Management, LLC is an investment advisory firm managing investments since 2006. They offer investment supervisory services, allocating assets on a discretionary basis among various securities. They may also introduce clients to independent funds/managers and advise on asset allocation for variable annuities and pension plans. Services are offered on a fee basis based on AUM. Certain representatives may offer securities brokerage and insurance products under a commission arrangement.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable in certain circumstances.
Fee Estimator
You'll pay an annual fee based on the value of your managed assets. The fee ranges from 0.70% to 1.50%. For example, a $600,000 portfolio would cost 1.25% annually. Fees are billed quarterly, in advance, based on the average end-of-month balances from the previous quarter. All accounts within the same family can be linked to qualify for fee breakpoints. Fees are generally not negotiable; however, the Company may accept other negotiated rates in certain circumstances.
Areas of Practice
Location
5550 Glades Road, Suite 535, Boca Raton, FL, 33431