Avantia Investment Services provides custom wealth management services, including discretionary portfolio management, selection of third-party money managers, and financial consulting. Avantia acts as a personal chief financial officer, advising on financial and investment activities and coordinating with legal, tax, and insurance advisors. Avantia develops a wealth management action plan based on the client's financial circumstances, goals, and risk tolerance.
Fee Structure
Avantia Investment Services manages your investments for an annual fee, charged quarterly.
For assets directly managed by Avantia, the maximum fee is 2% per year. For assets managed by third-party money managers, the maximum fee is 1% per year, in addition to the third-party manager's fee. Avantia ensures that total advisory fees, including third-party fees, do not exceed 2% per year. The specific fee is based on your income, asset level, complexity of investments, and other factors. A fixed fee is also charged, starting at $5,000 annually.