Casey Slemmons is a CFP-designated registered investment advisor at Avalan, LLC, based in Santa Barbara, CA, with 16 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 287 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Avalan, LLC's maximum annual fee for managing your investments is 2.0% of the value of your account. New clients as of January 1, 2020, pay a minimum annual management fee of $10,000, regardless of account balance. This minimum fee may be lower for some long-term clients. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Some clients are billed in arrears.
Location
233 E Carillo, Suite B, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Avalan, LLC
Previous Registrations
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
State Registrations1 state
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