For asset management, the maximum annual fee is 2.0% of assets under management, with a minimum annual fee of $10,000 for new clients as of January 1, 2020. This minimum may be lower for long-term clients, and Avalan can waive it on a case-by-case basis. Financial planning and consulting fees range from $250 to $500 per hour or $500 to $10,000+ as a flat fee, depending on the scope and complexity. Business services are available at a flat fee. Fees are generally not negotiable.
233 E Carillo, Suite B, Santa Barbara, CA, 93101
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Learn about disclosures →Kathryn is the Operations Manager at FFR Financial & Insurance Services, LLC dba The JR Baker Group. This investment-related activity takes up Kathryn's full-time during trading business hours.