Avondale Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth individuals, businesses, and non-profits. Financial planning includes asset allocation, securities recommendations, insurance needs, retirement planning, college planning, and tax planning. Avondale manages client accounts on a discretionary basis, using models tailored to the client's financial condition and risk tolerance. They primarily invest in mutual funds, exchange-traded funds (ETFs), and exchange-listed stocks.
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.