Services & Pricing
We have separate service offerings so that clients can choose what's best for them.
Comprehensive Financial Planning
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 Financial Planning
For clients who would like us to address questions on an as-needed basis. We typically meet over a video call to answer your questions and provide recommendations. Our hourly rate is $250.
Investment Management
We'll 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 fee is based on a percentage of assets under management and is a blended rate... The first $100k: 0.90% The next $900k: 0.40% Assets above $1m: 0.25%
For clients who have built a plan and would like to partner with us to monitor and update their plan on an ongoing basis, we offer this service at a discounted rate to the comprehensive plan.
