Mark Avant is a registered investment advisor at Avant Capital, LLC, based in Lafayette, LA, with 16 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 349 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K+ | 0.95% |
Fees are also charged for specific security types: Cash and Cash Equivalents (0.10%), CDs (0.25%), Single Stocks (0.25%), Fixed Income (0.35%), and Single Treasury (0.35%). Certain clients may be subject to legacy fee schedules that differ from the above tiered schedules. Fees may be negotiable.
Fee Estimator
Location
500 Richland Avenue, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark sells life, health, and variable insurance products as an independent agent, dedicating a few hours per week to this activity. He also owns and manages commercial property through L and M Avant Holdings, LLC, spending minimal time on it.
Employment History
Current Registrations
Avant Capital, LLC
Previous Registrations
Eagle Strategies LLC
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.