Avanti Wealth Management offers wealth management services including financial planning, investment portfolio management, and other financial services. Financial planning involves analyzing a client's financial resources and providing advice on managing them. The firm also offers ongoing financial planning services on an annual basis. Through Prosperity Capital Advisors, Avanti Wealth Management has access to fee-based investment offerings and can construct and rebalance model portfolios.
Fee Structure
Avanti Wealth Management uses Prosperity Capital Advisors for investment management. The maximum combined annual fee charged by Avanti and Prosperity Capital Advisors is based on the following schedule:
- $0 - $250,000 — 1.8%
- $250,001 - $1,000,000 — 1.7%
- $1,000,001 - $3,000,000 — 1.6%
- $3,000,001 - $5,000,000 — 1.5%
- $5,000,001 - $10,000,000 — 1.2%
- Over $10,000,000 — 1.0%
This fee includes both Avanti's advisory fee and Prosperity Capital Advisors' program fee. The advisory fee charged by Avanti is negotiable.