Avalon Financial Advisors provides financial planning, investment management, and hourly financial advice. Avalon helps clients with retirement planning, investments, taxes, estate planning, and special needs situations. Avalon manages client investment portfolios on a non-discretionary basis. Avalon does not receive commissions and is not affiliated with any broker/dealer or insurance company.
Assets Under Management$3.9M
Clients3
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$3.9M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Avalon Financial Advisors offers ongoing investment management services for an annual fixed fee, paid quarterly. The minimum annual fee is $5,000. The final fee depends on the scope of services, total investable assets, complexity of the client's financial situation, and the number of meetings expected per year. Fees may be negotiable.
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