Venturi Private Wealth

CRD#169576
Investment Advisor Firm

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Learn more about Venturi Private Wealth

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Venturi Private Wealth is located at 3600 N. Capital Of Texas Hwy., Austin, TX. The firm employs 18 financial advisors. Venturi Private Wealth is not a registered broker-dealer.

    The firm manages $3.0 billion in assets under management across 4,291 accounts, with 4,056 discretionary accounts and 235 non-discretionary accounts. In the past year, the firm has provided financial planning services to between 101 and 250 clients. Services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and educational seminars. The firm serves retail investors, high net worth investors, pooled investment vehicles, pension plans, and charitable organizations, with high net worth investors representing the largest client type by accounts. The fee structure includes asset-based, hourly, fixed, and performance-based fees. There are 388 high net worth clients.

    Venturi Private Wealth is registered in the states of Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Oklahoma, Tennessee, and Texas.

    Assets Under Management

    $3.0 billion

    Number of Advisors

    18

    Disclosures

    No

    Office Location

    3600 N. Capital Of Texas Hwy.
    Austin, TX 78746

    Venturi Private Wealth by the Numbers

    Total Assets Under Management

    $3.0 billion

    National Average: $8.6 billion
    Total Number of Employees

    34

    National Average: 64
    Total Number of Accounts

    4,291

    National Average: 375,227
    Average Account Size

    $702.3 thousand

    National Average: $23.0 thousand
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    Products and Services

    Services that Venturi Private Wealth provides include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and educational seminars. In the last fiscal year, Venturi Private Wealth provided financial planning services to 101-250 of its clients. It is involved in selling products or offering services apart from investment advisory services to its clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial management usually are based on which services the firm provides the client. Fees billed by Venturi Private Wealth can consist of some combination of the following fee types: asset-based, hourly, fixed, and performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm. The firm has the ability to withdraw its fees directly from customer funds.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm manages money for a number of different clients. It works with retail investors, high net worth investors, pooled investment vehicles, pension plans, and charitable organizations. Out of its 4,291 clients, Venturi Private Wealth's largest client group by number of accounts is high net worth investors, though it also serves 388 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 57.82%
    • Other Individuals - 38.15%
    • Corporations - 1.64%
    • Charitable Organizations - 2.38%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Venturi Private Wealth does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Venturi Private Wealth

    Richard Banks
    Austin, TX
    Hannah Katzenstein
    Austin, TX
    Cole Edmiston
    Austin, TX
    Christopher Creed
    Austin, TX
    Jay Willcox
    Austin, TX
    Kent Mitchell
    Austin, TX
    James Sanders
    Austin, TX
    Emily Mccracken
    Austin, TX
    Meredith Jackson
    Austin, TX

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