Avantra Family Wealth offers customized investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. Avantra acts as a fiduciary, prioritizing client interests and mitigating conflicts. Services include developing investment strategies, asset allocation, portfolio construction, and ongoing financial planning. Avantra may use independent managers for a portion of client portfolios.
Fee Structure
Avantra Family Wealth charges a percentage of your portfolio annually for investment management services. The exact percentage ranges from 0.05% to 2.00% depending on the amount you invest and the complexity of your financial situation. Fees are paid quarterly in advance. Avantra may use independent managers, but the total fee will not exceed 3.00% annually.