Avanti Wealth Management offers investment and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy to reduce risk and increase performance. They may use various securities, including exchange traded funds and mutual funds, selected based on expense ratios, performance, and ratings. Avanti also offers financial planning services, including retirement planning, tax strategies, and estate planning. Avanti also offers pension consulting services to Qualified Plans.
Assets Under Management$68M
Clients120
Advisors1
Avg. per Client$570K
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiated at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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