Keli Cole is a registered investment advisor at Avalon Capital Management, based in Port of Redwood City, CA. Keli 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 157 clients with $490M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable for amounts exceeding $20,000,000. Avalon also offers cash management and fixed income investment services with different fee schedules: Cash management: 0.25% of the first $25,000,000 (negotiable for amounts exceeding $25,000,000). Fixed income: 0.5% for the first $25,000,000 (negotiable for amounts exceeding $25,000,000).
Fee Estimator
Location
495 Seaport Court Ste 106, Port of Redwood City, CA, 94063-2785
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Avalon Capital Management
State Registrations1 state
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