Washington Avenue Advisors, LLC provides comprehensive financial planning and investment management services for individuals, high net worth families, retirement plans, and businesses. Founded in 2020 and based in Lansing, Michigan, the firm focuses on building customized investment portfolios using asset allocation across mutual funds, exchange-traded funds, individual stocks, and bonds. Washington Avenue Advisors also coordinates specialized financial planning that covers retirement consulting, employee benefits, risk management, and legacy transfer strategies in collaboration with clients' accountants or attorneys.
Assets Under Management$340M
Clients689
Advisors8
Avg. per Client$490K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.98% |
| $1.0M - $2.0M | 0.98% |
| $2.0M - $3.0M | 0.87% |
| $3.0M - $4.0M | 0.76% |
| $4.0M - $5.0M | 0.76% |
| $5M+ | 0.65% |
Fees are generally negotiable. The firm also offers investment advisory services through a flat annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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