Steven Price is a registered investment advisor at Avondale Wealth Management LLC, based in West Lake Hills, TX, with 10 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 122 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.30% |
Fees are negotiable and certain clients may be charged less, depending upon a number of factors, including portfolio size, employment and relationship to Avondale. Avondale can enter into performance fee arrangements with qualified clients as noted in Item 4 above. The performance fee payable to Avondale shall be an amount up to 10% per annum of the of the Net Excess Appreciation for the monies and Securities in the Account, on an annual basis (the “Performance Fee”), provided that the Performance Fee for any year will be charged only if the Net Excess Appreciation applicable to the Securities in the Account exceeds the “high water mark” per year.
Fee Estimator
Location
4407 Bee Cave Rd., Suite 421, West Lake Hills, TX, 78746
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an insurance agent selling and servicing general lines insurance since 2016. He is also a managing member of PS128 Properties, a real estate holdings company, and involved with the STP 2021 personal family trust.
Employment History
Current Registrations
Avondale Wealth Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.