Averton Wealth Management LLC provides personalized investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. Averton Wealth builds customized portfolios based on each client's goals, time horizon, and risk tolerance, holding investments with a qualified custodian. In addition to managing investments, Averton Wealth offers comprehensive financial planning covering cash flow analysis, retirement strategies, risk management, long-term investments, and estate preservation, as well as targeted consultations on specific financial topics. Averton Wealth operates as a registered investment advisor legally required to act in your best interest, putting client interests first with a duty of care and loyalty.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees are negotiable.