Avant Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services covering areas like retirement, insurance, taxes, and education. Avant Wealth Management uses Altruist Financial, LLC as a third-party platform provider. They may recommend sub-managers available on the Altruist platform to manage all or a portion of your account.
Assets Under Management$2.3M
Clients7
Advisors1
Avg. per Client$330K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable. Investment advisory fees will increase when a client elects to use a Sub-Manager.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...