FEES
Simple, asset-based
advisory fees.
Our advisory fee is based on assets under management. We do not receive commissions or performance-based compensation for advisory services.
Standard Advisory Fee
Annualized fee for standard advisory accounts, calculated and billed according to the advisory agreement.
Qualified Clients
For qualified clients with more than $1.4 million in investable assets, subject to the firm's eligibility requirements.
Customized Fee Structure
For clients with more than $3 million in investable assets, advisory fees may be customized.
OTHER COSTS
Investment expenses are separate.
Avalon Financial does not receive commissions or asset-based sales charges for the advisory services described above. Clients may nevertheless incur other expenses imposed by custodians, funds, ETFs, brokers, or other third parties. Such expenses are separate from Avalon Financial's advisory fee.
All fees and billing arrangements are governed by the client's advisory agreement and the firm's current Form ADV.