Avalon Capital Management offers investment management services to clients, actively managing portfolios with various asset classes like stocks, bonds, and real estate. Avalon uses a global asset allocation strategy, adjusting asset class weights based on market opportunities and risks. Investment decisions combine quantitative analysis with experience and judgment. Avalon primarily serves individual clients and families, including high net worth individuals, managing investments in various account types.
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).