Avanti Wealth Management is a registered investment advisor based in Longwood, Florida, offering comprehensive wealth management services that combine financial planning, investment portfolio management, and specialized financial counseling. Avanti Wealth Management assists clients with retirement planning, tax strategies, cash flow and budget analysis, estate planning coordination, and insurance reviews. The firm utilizes external programs such as Prosperity Capital Advisors to construct and rebalance model portfolios using turnkey asset management and separately managed accounts. Avanti Wealth Management works with individuals, pension and profit-sharing plans, trusts, estates, and corporations, tailoring strategies to each client's specific financial situation, risk tolerance, and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1.0M | 1.70% |
| $1.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.00% |
Fees include both Avanti Wealth Management's advisory fee and the Prosperity Capital Advisors program fee. Fees are negotiable.