Avenue Retirement Services offers financial planning and investment consultation services covering cash flow, debt management, education funding, retirement planning, risk management, estate planning, tax planning, and business consulting. The firm also provides ongoing investment management services. Avenue Retirement Services typically begins with an introductory interview to determine the scope of services. Clients retain full discretion over all implementation decisions.
Assets Under Management$21M
Clients63
Advisors1
Avg. per Client$330K
Avg. per Advisor$21M
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Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.13% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fees may be discounted, but are not negotiable. Fees are typically aggregated for household accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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