Avenues Wealth is a fee-only registered investment advisor. Avenues Wealth offers financial solutions including portfolio management, financial planning, general consulting, and retirement planning. The firm creates diversified portfolios using mutual funds, ETFs, bonds, cash equivalents, insurance products, and stocks. Avenues Wealth's services begin with a Discovery Meeting to understand your financial needs and goals.
Assets Under Management$69M
Clients66
Advisors1
Avg. per Client$1M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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