Assets Under Management
$285.8M
Number of Clients
122
Number of Advisors
3
Average Client AUM
$2.3M
AUM per Advisor
$95.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Avondale Wealth Management provides financial planning and portfolio management services. Financial planning includes asset allocation, securities recommendations, insurance needs, and retirement planning. Portfolio management is primarily discretionary, utilizing mutual funds, ETFs, and stocks. They offer different model portfolios based on risk tolerance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.30% |
All fees are negotiable.
4407 Bee Cave Rd., Suite 421, West Lake Hills, TX, 78746