Venturi Private Wealth Fees & Minimum

Overview

Headquarters: Boise, ID
Total Firm Assets: $3.6 billion
Average High-Net-Worth Client Portfolio Size: $7.2 million
Stated Minimum Account Size: $2,500,000

Recent Rankings

Forbes 2025: 146

Fee Disclosure

Source: VENTURI ADV PART 2 (2026-08-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,500,000	1.00%
$2,500,001	$5,000,000	0.85%
$5,000,001	$10,000,000	0.75%
$10,000,001	$25,000,000	0.65%
$25,000,001	$50,000,000	0.60%
$50,000,001	$100,000,000	0.55%
$100,000,001	$200,000,000	0.40%
$200,000,001	and above	0.35%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$46,250	0.92%
$10 million	$83,750	0.84%
$50 million	$331,250	0.66%
$100 million	$606,250	0.61%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 82.09%
Number of High-Net-Worth Clients: 407
Total Client Accounts: 4,555
Discretionary Accounts: 4,299
Non-Discretionary Accounts: 256

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 169576

VENTURI ADV PART 2 (2026-08-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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Venturi Private Wealth