Working with Ventus Wealth Management
Specialty Financial Planning & Investment Management
We partner collaboratively with our clients to develop a Comprehensive Financial plan based on their unique circumstances and goals.
The client decides upfront if the relationship is One-Time or Ongoing, based on need and preference. There is no pressure either way, and switching is simple. However, we believe that we do our best work and provide the most value to clients in an ongoing relationship.
Investment Management is an additional service and fee to clients who desire the peace of mind and ease of integrated professional portfolio management.
One-Time Financial Advice
One-time advice on a specific financial decision -or- a comprehensive Financial Plan with self-implementation.
$2,000-$5,000, typically over 3-4 months for a comprehensive plan.
$200-$400 per hour for one-time advice.
50% due upfront and 50% due upon completion of our work together.
Fee is dependent on complexity and client service needs.
Ongoing Financial Planning
Includes an initial Comprehensive Plan and ongoing relationship to implement, monitor, and update over time.
Help and accountability for all aspects of holistic financial planning including: budgeting, investments, goal achievement, insurance, and estate planning.
$250-$400 per month.
3-months fees upfront, with regular billing beginning the fourth month.
Fee is dependent on complexity and client service needs.
Investment Management
Professional portfolio management to supplement the Comprehensive Financial Plan implementation for ease and peace of mind.
Includes risk tolerance analysis, asset allocation selection, account transfers and trading.
Our strategy uses low-cost, diversified portfolios composed of ETFs with regular rebalancing.
Maximum of 1.0% of assets under management.
*Ongoing Financial Planning Fees are waived For AUM greater than $500,000.