Fees
As a fee-only advisor, we are held to a fiduciary standard and do not earn commissions on the investments we recommend. This allows us to provide analysis and advice that is aligned with the best interests of our clients. Venture Forth Financial typically works with clients in an ongoing capacity providing financial planning and investment advisory services. In very rare circumstances and depending on client needs, we work with clients on a one-time project basis, with fees billed hourly.
Ongoing investment management & Financial advisory services
For an annual fee based on assets under management, Venture Forth Financial will manage your investment portfolio and provide you with ongoing support and regular meetings. Included in this plan is unlimited support on all financial matters in your life. Depending on your situation and needs, a one-time financial planning setup fee may apply.
One-time Financial PlanNing Projects
In extremely rare circumstances, Venture Forth Financial provides one-time, project-based financial planning services. For this type of service, financial planning fees are billed hourly and fees typically range from $600 to $10,000, on a sliding scale, depending on the size and scope of the project.