Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Cornelius, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$85,000,000.00
Gross Revenue
$650,000.00
# of Accounts
300
Avg Client Age
56
Overview

Aventus Investment Advisors, Inc. is a financial advisory firm that is client focused, always looking to provide unbiased advice on investment options and financial planning topics for our clients. We measure success based on our client retention and accolades received from our client base. Our team includes a full complement of competent professionals including a Chartered Financial Analyst (CFA) as Chief Investment Officer, two Certified Financial Planners (CFPs) with over 25 years of experience, and two CFPs in training. We offer leading technology to ensure our clients’ satisfaction and for superior client service, using eMoney, Redtail, and Morningstar Office.

We have experience with two mergers/acquisitions where senior advisors have joined our firm as a succession plan and to allow them to focus on the parts of the financial advisory profession that they continued to enjoy. We are selectively looking for additional quality merger/acquisition partners who share our client focused way of doing business.

If you would like to explore how we may be able to work together going forward, please contact us.

Jeffrey Hare, CFA
President
Aventus Investment Advisors, Inc.
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