Avalon Wealth Advisory provides personalized investment advice, investment supervisory services, portfolio advice, consultative services, and financial planning. They help clients determine financial goals, develop investment policies, and monitor portfolio manager performance. Avalon's advice includes exchange-listed securities, over-the-counter securities, foreign issuer securities, and other investments. They tailor their services to clients’ risk tolerance and personal considerations.
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.