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Venture Visionary Partners LLC
How does the advisor help clients – Key Takeaways:
Venture Visionary Partners LLC is a financial advisory firm that focuses on providing customized solutions to help clients achieve their financial goals. They work closely with their clients to understand their needs and create a personalized financial plan that aligns with their goals and risk tolerance. The firm offers a range of financial services and caters to various client types. They have a transparent fee structure and prioritize the long-term success of their clients.
Facts and Insights
Venture Visionary Partners LLC was founded in 2010 and has since built a strong reputation in the financial industry. They have a team of experienced financial experts who are committed to helping their clients make sound financial decisions. The firm values transparency and prioritizes building long-lasting relationships with their clients. Their focus on providing personalized solutions has resulted in a high client satisfaction rate and loyal client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $150 million | 7 | 11 years |
Financial Services Offered
Venture Visionary Partners LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm caters to a diverse range of clients, including:
- Individual investors
- High-net-worth individuals
- Business owners
- Retirees
- Trusts
Fees & Compensation
Venture Visionary Partners LLC has a transparent fee structure, with fees varying depending on the services provided and the complexity of the client’s financial situation. They primarily charge a percentage of assets under management, ranging from 0.75% to 1.5%. They also offer hourly consultancy services for specific financial needs. The firm does not receive any commissions or referral fees, ensuring that their recommendations are in the best interest of their clients.
Background
Venture Visionary Partners LLC was founded by a team of financial experts with decades of experience in the industry. They bring a wealth of knowledge and expertise to the table, which has helped the firm establish a strong presence in the financial advisory space. The team at Venture Visionary Partners LLC is committed to providing personalized and comprehensive financial solutions to their clients, helping them achieve their financial goals.
Financial Advisor Disclosures to Know
As financial advisors, Venture Visionary Partners LLC adheres to a strict code of ethics and follows all regulations set by the Securities and Exchange Commission (SEC) and other regulatory bodies. The firm also discloses any potential conflicts of interest to their clients, ensuring transparency and maintaining the trust of their clients.