Avail Investment Partners, LLC manages investment portfolios and provides personalized financial planning for individuals, families, trusts, charitable foundations, businesses, and pension plans. Avail Investment Partners uses a top-down macroeconomic approach to construct diversified portfolios tailored to each client's specific goals and timeline. Investment management services are generally provided on a discretionary basis, meaning Avail Investment Partners makes trades and adjustments without needing prior approval for each specific transaction. Financial planning is also offered, covering areas such as cash flow analysis, retirement preparation, insurance reviews, and estate planning document assessments. Avail Investment Partners does not impose a minimum portfolio value or account minimum to start an advisory relationship.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees generally range from 0% to 1.35% per annum and are negotiable. 529 college savings plans are charged at 0.25% per annum.