Avant Financial Advisors (AFA) offers wealth management and financial planning services to individuals and high net worth individuals. AFA acts as a legal fiduciary, prioritizing client interests. They create customized investment strategies using mutual funds, exchange-traded funds (ETFs), and individual stocks/bonds. AFA also provides financial planning services, either as part of wealth management or as a stand-alone service, covering investment, retirement, education savings, and charitable giving.
Assets Under Management$200M
Clients166
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$98M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable. There is a minimum quarterly fee ranging from $900 to $2,400 depending on the complexity and needs of the client, which may result in a larger annual rate charged than outlined in the wealth management fee table above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
