Avantra Family Wealth provides comprehensive wealth management services, which include customized investment management and financial planning tailored to individuals, high net worth individuals, trusts, and estates. Operating as a registered investment advisor, Avantra Family Wealth builds portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and fixed income securities. The firm focuses on long-term strategies while considering each client's specific goals, risk tolerance, and time horizon. In addition to managing investments directly, Avantra Family Wealth may occasionally recommend independent money managers for a portion of a client's portfolio. Financial planning services cover retirement planning, personal savings, insurance needs, education savings, and charitable giving, and are typically provided as part of the wealth management package or under a separate agreement. Avantra Family Wealth also offers specialized divorce planning services, including pre-divorce counseling, financial analysis of settlements, and mediation support. The firm emphasizes a fiduciary commitment to act in the best interest of clients at all times.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment advisory fees range from 0.15% to 1.50% based on assets under management and complexity. Fees are negotiable at the sole discretion of the firm.