Venture Visionary Partners

Wealth Management Firm in Sylvania, OH

Firm Info
Address: 5520 Monroe St # B, Sylvania, OH 43560, USA
Phone: (419) 379-1501

Firm Size
Assets Under Management: $3.4 billion
# of Advisors: 13
# of Clients: 4,387
Client to Advisor Ratio: 337:1
Average Account Size: $769,992
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Venture Visionary Partners LLC Overview

Venture Visionary Partners LLC is an investment advisory firm that offers investment advice only. The firm has been in business for two years since its inception in 2019, and its headquarters are located in Sylvania, OH. Venture Visionary Partners LLC offers a fee-based fee arrangement for its services. The firm offers a wide range of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and the selection of other advisors. Its services are tailored to the needs of each client, providing customized solutions for achieving their financial goals. Venture Visionary Partners LLC is committed to helping its clients achieve financial success by providing innovative and effective investment solutions. The firm's knowledgeable team of investment advisors has the expertise and experience needed to help clients achieve their financial objectives. With its client-focused approach and commitment to excellence, Venture Visionary Partners LLC is a trusted partner for investors seeking to achieve their financial goals. Whether you're an individual, small business owner, or institutional client, Venture Visionary Partners LLC is here to help you achieve financial success.

VENTURE VISIONARY PARTNERS LLC is a renowned financial services firm that caters to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other types of corporations. The team at VENTURE VISIONARY PARTNERS LLC has extensive expertise in assisting a diverse range of clients from varied backgrounds. They understand the unique requirements of each client and offer personalized financial solutions that cater to their individual needs. When it comes to fee structures, VENTURE VISIONARY PARTNERS LLC offers a range of options to their clients depending on the service provided. Their fee structures include percentage of assets under management, hourly fees, and fixed fees. The percentage of assets under management is calculated on a percentage of the client's total investment portfolio, and it varies depending on the size of the portfolio. VENTURE VISIONARY PARTNERS LLC also offers hourly fees for clients who require a specific type of financial service that does not require constant attention. Their fixed fees are charged for specific services, and they are based on the complexity and nature of the service offered. VENTURE VISIONARY PARTNERS LLC takes great pride in providing transparent and competitive fee structures that are designed to meet the unique needs of each client.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure of Venture Visionary Partners LLC does not mention anything about their investment minimum. It is not clear how much one needs to invest in the firm to become a client. Therefore, potential clients may need to contact the firm directly to inquire about their investment minimums.

How This Office Can Help Sylvania, OH Residents

Venture Visionary Partners is a financial advisory firm that offers comprehensive solutions for clients in Sylvania, OH. The firm has a team of experienced financial advisors that assist clients in creating personalized financial plans tailored to their specific needs. The firm's services include retirement planning, wealth management, tax planning, and estate planning. Sylvania, OH is a community that is home to many families and retirees. Many of the residents may be facing challenges such as rising healthcare costs, child education expenses, and preparing for retirement. Venture Visionary Partners helps clients develop strategies to manage these expenses effectively. Additionally, the financial advisors at the firm help clients deal with the burdens of estate planning and offering tax planning advice that can help clients save on their taxes. Overall, Venture Visionary Partners helps clients in Sylvania, OH achieve their financial goals and provides the peace of mind that comes with having a solid financial plan in place.

To view the Minimum Investment and Fee Schedule for Venture Visionary Partners LLC, visit their Part 2 Brochure.

Services Offered by Venture Visionary Partners LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Venture Visionary Partners LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5520 Monroe St # B, Sylvania, OH 43560, USA
Phone (419) 379-1501
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Venture Visionary Partners LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Connecticut
  • District of Columbia
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Maryland
  • Massachusetts
  • Michigan
  • Nebraska
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Wisconsin

Disciplinary History

Venture Visionary Partners LLC does not have any disclosures. Please visit it's Form ADV for more details.

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