Avalon offers investment management and wealth management services to individuals, institutions, and corporations. Avalon's services include personalized investment management, retirement management, tax planning, estate planning, education planning, and insurance planning. Avalon uses a relative strength investing approach and offers various investment models.
Fee Structure
Avalon offers various investment models with different fee structures. Here's a summary of how the fees work:
For most models, the fee is a percentage of your portfolio, and the rate decreases as your portfolio grows. For example, the Core 4 RS Model charges 1.90% on the first $500K, dropping to 0.60% for amounts over $10 million.
Some models, like the Dynamically Hedged Sector RS Model, Options Model, Commodity – Individual Stock Model, and Ultra Volatility-Resistant (UVRM) Model, also include a performance-based fee, which is a percentage of the profits earned above a certain benchmark.
There is also a flat fee option of 1.50% of assets managed that can be agreed upon by the client and Avalon.