Tred Avon Family Wealth, LLC manages investment portfolios and provides personalized financial planning and consulting services for individuals, families, trusts, estates, and retirement plan participants. The firm creates customized strategies based on each client's specific goals, risk tolerance, and time horizon. Investment management services cover a wide range of assets, including stocks, bonds, mutual funds, exchange-traded funds, alternative investments, and independent managers. Tred Avon Family Wealth utilizes various analysis methods, such as technical, fundamental, relative strength, and charting analysis, alongside modern portfolio theory and tactical asset allocation. In addition to core investment services, the firm offers comprehensive wealth management, retirement planning, tax planning, estate planning, and business financial consulting.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fee ranges up to 1% and is charged quarterly in advance. Fees may be structured as a flat fee or a percentage of assets.