Avance Investment Management, LLC

Fee-Only (% of Portfolio)

Avance Investment Management manages private, pooled investment vehicles, the securities of which are offered through a private placement memorandum to accredited investors who are also qualified purchasers. Avance does not tailor its advisory services to the individual needs of any particular investor in any such pooled vehicles. Avance has discretionary investment authority over the funds.

Assets Under Management$1.7B
Clients11
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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