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, for up to 3-hours of advisor time. We typically meet over a video call to answer your questions and provide recommendations, during the course of one to two meetings. 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%
Clients can select from the following menu:
(a) A one-time comprehensive plan
(b) Hourly planning with up to 3-hours of advisor time
(c) Ongoing comprehensive planning combined with investment management
(d) Investment management
