Avalon Wealth Partners offers investment management and financial planning services to individuals, high net worth individuals, and businesses. Investment management is offered on a discretionary basis. Financial planning services include full financial plans and consultation services. Avalon may recommend third-party managers to manage client portfolios.
Assets Under Management$8.1M
Clients26
Advisors1
Avg. per Client$310K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fee is negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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