Aventura Capital Management, LLC

Aventura Capital Management, LLC is an investment advisory firm based in Aventura, Florida, established in 2006. The firm offers investment supervisory services tailored to individual client needs, including discretionary management of assets in various securities. They may also provide consultation services and introduce clients to other advisors. The firm charges fees based on a percentage of assets under management, ranging from 0.70% to 1.50%. Clients are billed quarterly in advance based on the previous quarter's average balances. The firm may also receive compensation from affiliated broker-dealers for the sale of securities. The firm's investment strategies include long-term and short-term purchases, trading, and asset allocation. They use fundamental analysis, asset allocation, and mutual fund/ETF analysis to formulate investment advice. The firm does not charge performance-based fees and serves various types of clients, including individuals, trusts, and corporations. Clients have the option to direct brokerage, and the firm does not vote proxies on behalf of clients. The firm does not maintain custody of client funds and securities, and clients receive quarterly account statements from qualified custodians. The firm's personnel are fiduciaries, obligated to act in the client's best interest.