Our Fees
When we meet with new clients, friends, and strategic partners, we often get asked "how much do you cost?" or "how do you get paid?". These are perfectly normal questions that deserve normal answers because part of our process here at Aventurine Wealth Management is complete transparency. As always, initial consultations are complimentary.
Fee-Based Asset Managment
This option may make sense for you if you would like a comprehensive relationship with our firm that includes us planning for your goals, managing your assets, mitigating risk in your portfolio and more.
.85% - 1.25% annually of assets under our management
Subscription Based Planning
This option may make sense for you if you wish to manage your assets on your own but you would like access to our advisors resources for strategies regarding asset allocation, college planning, retirement planning, cash flow analysis and more.
$499 onboarding fee; $150* per month for the first year
Event Based Planning
This option may make sense for you if you wish to manage your assets on your own but you need assistance planning for a major goal or life event like selling a business, receiving an inheritance, planning for a major purchase and more.
$750 - $2,000* up front
*depending on the complexity of your plan