Avant-Garde Wealth provides ongoing financial planning, hourly financial planning, investment management, and financial education (seminars and webinars). The goal is to help clients understand and take control of their finances. Financial planning covers areas like tax, cash flow, employee benefits, education, investments, retirement, insurance, and estate planning. Investment management is offered on a discretionary basis, meaning Avant-Garde Wealth can make trades without asking you first.
Assets Under Management$2M
Clients11
Advisors1
Avg. per Client$180K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1000K | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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