Lisa Avenevoli is a CFP-designated registered investment advisor at Blackridge Asset Management, LLC, based in Des Peres, MO, with 16 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.
Fee Estimator
Location
11600 Manchester Road, Suite 101, Des Peres, MO, 63131
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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 Activities
Lisa is a joint owner of a building leased through JAGS Investment, LLC, and assists with books and record-keeping since 2010. This activity requires minimal time.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Previous Registrations
Steve Robbins, INC.
State Registrations1 state
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.
Exams
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