Avadim Financial provides financial planning and investment advisory services to individuals, families, and small to medium sized businesses. The firm's financial planning process includes analysis, education, and counseling. Investment advisory services are offered on both a non-discretionary and discretionary basis, but only after the client goes through the three-phase planning process and a risk assessment.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.25% |
Fees are negotiable for amounts over $500,000, but will be less than 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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