Services & Fees
We have four unique service offerings so that clients can choose what's best for them.
Comprehensive Financial Plan
We’ll review, analyze, and make recommendations on all the important aspects of your financial life. This will involve meetings with you, along with data gathering and analysis on our side. By the end of this process, you’ll have concrete recommendations and steps to help improve your financial well-being. The cost of this service is normally $5,000 for couples and $3,800 for individuals.
Investment Management with Ongoing Financial Advice
This service is available to those clients who have completed a Comprehensive Financial Plan and are looking to continue the client-advisor partnership. We’ll help implement the Plan and be available throughout the year for further analysis of financial topics relevant to you, both existing and those that transpire. We will identify your risk tolerance, time horizon, and liquidity needs to determine the most appropriate portfolio to invest in at Avenue 90, and manage the portfolio for you. The annual fee for this service is $3,960 per household + (0.33% on assets above $200,000). If we’re managing more than $3,000,000 the fee is negotiable.
Quick Start Financial Coaching
This will cover financial topics that are top-of-mind to you. Examples include investment portfolio analysis, college planning, Roth conversions, and employee benefits review. The cost of this service starts at $1,000 and may increase based on complexity.
Investment Management Only
We will identify your risk tolerance, time horizon, and liquidity needs to determine the most appropriate portfolio to invest in at Avenue 90, and meet with you at least once per year if you’d like to review the portfolio in detail. The annual fee for this service is $996 per household + (0.27% on assets above $200,000). If we’re managing more than $5,000,000 the fee is negotiable.
If an investment management service is selected, the first year's fees can be offset by the amount spent on the Comprehensive Financial Plan or Quick Start Financial Coaching.