Avalan, LLC provides investment advice to individuals, families, and other clients. Avalan offers asset management, creating tailored portfolios of stocks, bonds, exchange traded funds, mutual funds, and other investments. Avalan also provides financial planning and consulting services covering investment, retirement, estate, tax, education, and insurance planning. Avalan may refer clients to independent money managers.
Fee Structure
Avalan, LLC's maximum annual fee for managing your investments is 2.0% of the value of your account. New clients as of January 1, 2020, pay a minimum annual management fee of $10,000, regardless of account balance. This minimum fee may be lower for some long-term clients. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Some clients are billed in arrears.