Avea Financial Planning provides financial planning and portfolio management services to individuals and high-net-worth individuals. Avea offers ongoing financial planning, educational seminars, hourly consulting, and personal tax return preparation. Avea is a fee-only firm, meaning it is compensated solely by fees received directly from its clients.
Fee Structure
Avea Financial Planning offers portfolio management with ongoing financial planning for a fixed annual fee of $10,960. This fee covers a range of 0.30% to 2.00% of the assets managed, based on the value at the start of the engagement or as valued on December 31, and is fixed for the following year. The fee is billed quarterly in advance. There is a minimum account size requirement of $750,000. Clients also have access to a planner to help implement recommendations, monitor the plan, have regular client meetings, and adapt the plan to changing circumstances.
