Tred Avon Family Wealth (TAFW) offers investment management, financial planning, and consulting services. TAFW manages investments on both a discretionary and non-discretionary basis. Financial planning services include developing financial goals, cash flow management, tax planning, education funding, insurance analysis, debt review, retirement planning, and estate planning. TAFW may also use independent managers to manage client assets.
Assets Under Management$470M
Clients88
Advisors2
Avg. per Client$5.4M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee ranges up to 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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