Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.30% |
Fees are negotiable and certain clients may be charged less.
Fee Estimator
Avondale charges an annual fee based on the market value of your managed assets, ranging from 0.30% to 1.50%. For example, the first $500,000 is billed at 1.50%. There is a suggested portfolio minimum of $1,000,000, but this may be waived. A one-time financial plan can be provided for a fixed fee range between $500.00 - $5,000.00 based upon complexity and time spent on research and preparation. Fees are negotiable and certain clients may be charged less.
Areas of Practice
Advisor Information
Office location
4407 Bee Cave Rd., Suite 421, West Lake Hills, TX, 78746
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 ActivitiesSells Insurance
Steven is an insurance agent selling and servicing general lines insurance since 2016. He is also a managing member of PS128 Properties, a real estate holdings company, and involved with the STP 2021 personal family trust.