Platinum

Aventine Platinum Client offers customized investment strategies to allow the investor to grow their portfolio or preserve their capital during retirement. This level of service emphasizes tax efficient income withdrawal or accumulated wealth strategies.

Investment Minimum: $250,000

Annual Fee – 1.00%

Platinum Client:

  • Risk Tolerance Asset Management
  • Portfolio Downside Risk Protection
  • Investment Rebalancing
  • Institutional Fund Access
  • Personal Financial Coach
  • Certified Financial Planners
  • Quarterly Market Report

Optional: Financial Plan