Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
233 E Carillo, Suite B, Santa Barbara, CA, 93101
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is a board member and operating partner at RLG Capital Private Equity since 2015, acting as a strategic advisor. This requires minimal time each month.