Avalan, LLC manages investment portfolios and provides personalized financial planning and consulting services to individuals, families, and businesses. Avalan's investment management approach focuses on continuous account supervision, constructing tailored portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and options, with quarterly reviews and rebalancing. For clients seeking broader guidance, Avalan prepares written financial plans or provides ongoing consultations covering retirement planning, estate planning, charitable giving, education funding, tax strategies, real estate analysis, and insurance evaluations. The firm also utilizes independent money managers when appropriate. Avalan specializes in working with individuals and families looking for comprehensive wealth management and financial guidance to meet their long-term goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee will not exceed 2.0% of assets under management. A minimum annual management fee of $10,000 applies to new clients regardless of account balance, which may be lower for long-term clients or waived on a case-by-case basis.