Trevin David Harris

1 Year of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Avondale Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

122 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$285.8M

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	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%

All fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

4407 Bee Cave Rd., Suite 421, West Lake Hills, TX, 78746

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Trevin is a managing member of Worldwide Capital Partners, LLC (Air BNB Rentals) and TH2 Financial Services, LLC (bookkeeping), but these businesses are not active and require minimal time. These activities are not investment-related.