Avance Private Wealth (APW) provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, and businesses. APW offers portfolio management based on your goals and risk tolerance. APW also offers pension consulting services and financial planning, which may include investment planning, insurance, tax, retirement, college, and debt planning. APW may assist business owners with succession and exit strategies and provides consulting and marketing support to other financial professionals.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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