SM

Sean Peter Madlem

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
287 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$488.9M

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
Financial Plan Fee:$500 - $10,000
Hourly Rate:$250 - $500/hr

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
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & Coaching
Loading...

Advisor Information

Office location

233 E Carillo, Suite B, Santa Barbara, CA, 93101

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Avalan, LLC
January 2023 - Present · 3 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.