Avail Investment Partners offers investment management and financial planning services. They work with clients to understand their financial goals and recommend strategies to help them achieve those goals. Avail manages investments on a discretionary basis, meaning they make changes to client accounts without seeking specific approval for each change. Financial planning services are also available, including reviewing insurance, creating financial statements, and developing financial plans.
Fee Structure
Avail Investment Partners' fees for managing your investments range from 0% to 1.35% per year of the value of your portfolio. The specific fee you pay depends on factors like the size of your account, the complexity of your assets, and any other services provided. Fees are negotiable and may be higher or lower than this range.
For 529 plans, the fee is 0.25% per year.