Avanti Wealth Management

Assets Under Management

$37.1M

Number of Clients

110

Number of Advisors

2

Average Client AUM

$337K

AUM per Advisor

$18.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Avanti Wealth Management is an independent investment financial adviser providing wealth management services through financial planning, investment portfolio management, and other aggregated financial services. They offer financial planning, annual retainer services, and financial counseling. They also offer access to Prosperity Capital Advisors.

Fee Structure

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersCorporate Executives
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Location

110 Crown Oak Centre Drive, Longwood, FL, 32750-6166

2 Advisors at this firm