Avocet Capital Management provides investment management on a discretionary basis, tailoring portfolios to clients' financial situations, risk tolerance, and market conditions. They also offer financial planning services on an hourly basis, covering asset allocation, retirement planning, cash flow projections, and estate planning. Clients can impose reasonable restrictions on their account management.
Assets Under Management$160M
Clients40
Advisors2
Avg. per Client$3.9M
Avg. per Advisor$79M
www.avocetcapital.com ·www.linkedin.com/in/alan-loewy-552831 ·www.linkedin.com/in/sean-connolly-a5a969
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally not negotiable, but may be in rare circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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