AVK Partners (AVKP) offers investment management and financial planning services. As a fee-only firm, AVKP is only compensated by its clients. Investment management involves creating and managing portfolios based on a client's goals, risk tolerance, and tax considerations. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. AVKP also offers educational seminars.
Assets Under Management$9.5M
Clients7
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$9.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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