Chad Conway is a registered investment advisor at Avalon Financial LLC, based in Slayton, MN, with 6 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 28 clients with $4.3M 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 | 0.50% |
Fee Estimator
Location
Slayton, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Avalon Financial LLC
State Registrations2 states
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