Crystal Jacquay is a registered investment advisor at Avalon Wealth Advisory, INC., based in Indianapolis, IN, with 3 years of industry experience. Crystal 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
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Avalon Wealth Advisory, INC.
State Registrations1 state
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