Private

Aventine Private Client serves as a single point of contact for all your financial needs. You will invest alongside some of the largest institutional investors. Further diversify investment portfolios with exclusive access to hedge funds, private equity offerings, and real estate managers. Preserve your capital and lifestyle for years beyond your career.

Investment Minimum: $750,000

Annual Fee – 0.85%

Private Client:

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