Avellie Wealth Management provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring strategies to individual client goals and risk tolerance. Financial planning covers various aspects, including financial goals, net worth assessment, cash flow analysis, retirement strategy, risk management, tax reduction, and estate preservation. Clients can impose restrictions on investments.
Assets Under Management$41M
Clients50
Advisors1
Avg. per Client$820K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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