Ventum Advisors CORP.
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, based on their financial situation, investment objectives, and risk tolerance. They also provide financial planning services, including full and modular written plans covering investment, retirement, portfolio review, asset allocation, and real estate planning. Newsletters and workshops are offered on an impersonal basis.
Fee Structure
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.
Areas of Practice
Location
181 Bay Street, Suite 2500, Toronto, M5J 2T3