Avant Capital offers customized investment advisory solutions through personal contact and discretionary investment management. They work with clients to identify goals, risk tolerance, and financial situations to create a portfolio strategy using low-cost, diversified mutual funds and exchange-traded funds. Avant Capital also provides retirement plan advisory services to plan sponsors.
Assets Under Management$150M
Clients349
Advisors1
Avg. per Client$440K
Avg. per Advisor$150M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K+ | 0.95% |
Fees are also charged for specific security types: Cash and Cash Equivalents (0.10%), CDs (0.25%), Single Stocks (0.25%), Fixed Income (0.35%), and Single Treasury (0.35%). Certain clients may be subject to legacy fee schedules that differ from the above tiered schedules. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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