Avenue 90 Financial is a fee-only registered investment advisor. Avenue 90 provides investment management services, creating and managing portfolios based on clients' individual needs and goals. They also offer financial planning services covering areas like business planning, cash flow management, college savings, estate planning, retirement planning, and tax strategies. Financial planning is offered on an hourly, project-based, or ongoing basis.
Assets Under Management$5.3M
Clients10
Advisors1
Avg. per Client$530K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K - $1.0M | 0.40% |
| $1M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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