Avocet Capital Management LLC
Assets Under Management
$130.9M
Number of Clients
46
Number of Advisors
2
Avg. Portfolio per Client
$2.8M
Avg. Managed per Advisor
$65.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Avocet Capital Management offers investment management on a discretionary basis and financial planning services on an hourly basis. Investment portfolios are tailored to each client's financial situation, risk tolerance, and investment objectives. Financial planning covers asset allocation, retirement planning, cash flow projections, and estate planning.
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net WorthBusiness Owners
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Location
1363 Shermer Road, Suite 200, Northbrook, IL, 60062