Services & Pricing
We have four service offerings so that clients can choose what's best for them.
Investment Management + Ongoing Financial Planning
For clients who would like investment management coupled with financial planning that does not have a limited timeframe. Along with tailored recommendations, we help with the implementation of those recommendations and manage your portfolio. The Investment Management fee is based on a percentage of assets under management and is a blended rate... The first $100k: 0.90% The next $900k: 0.45% Assets above $1m: 0.30% The typical cost for the Financial Planning component is: $3,300 for couples $2,800 for individuals The investment minimum for this service is $500k, with some exceptions.
Investment Management as a stand-alone service
We'll identify your risk tolerance, time horizon, and liquidity needs to determine the most appropriate portfolio to construct and manage at Avenue 90. We'll meet with you at least once per year if you’d like to review the portfolio in detail. The fee is based on a percentage of assets under management and is a blended rate... The first $100k: 0.90% The next $900k: 0.45% Assets above $1m: 0.30% The investment minimum for this service is $25k.
One-Time Comprehensive 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 typical cost is: $4,500 for couples $3,800 for individuals
Hourly Planning
For clients who would like us to address questions on an as-needed basis for a 1-hour session. We'll meet over a video call to answer your questions and provide recommendations. The rate is $250/hour. If clients would like additional time, they can easily book a follow-up session in 30- or 60-minute increments.
