Jeffrey Moheban
Jeffrey Moheban is a CFP-designated registered investment advisor at Avalon Wealth Advisory, INC., based in Indianapolis, IN, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Avalon Wealth Advisory's fees are determined through negotiation with each client. The firm generally has a minimum account size of $1,000,000 and may impose a minimum annual fee of $10,000 per client. These minimums may be waived under certain circumstances. Clients may also pay fees to mutual funds, separate account managers, or general partners of alternative investments, as well as brokerage fees.
Location
9775 Crosspoint Boulevard, Suite 110, Indianapolis, IN, 46256
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Regulatory History (1)
Customer Dispute
December 2015Employment History
Current Registrations
Avalon Wealth Advisory, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.