Avanti Wealth Management
Assets Under Management
$37.1M
Number of Clients
110
Number of Advisors
2
Average Client AUM
$337K
AUM per Advisor
$18.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Avanti Wealth Management provides wealth management services incorporating financial planning, investment portfolio management, and other aggregated financial services. They offer financial planning, annual retainer services, financial counseling, wealth coaching, workshops, seminars, and pension consulting services. They also facilitate estate planning through a third-party partnership.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1.0M | 1.70% |
| $1.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.00% |
*Includes Avanti advisory fee and Program Fee.
Fee Estimator
Financial planning and consulting fees range from $1,500 to $15,000 for the first year or $150 to $550 per hour. Annual planning fees are typically 0.25% of the total combined estate value. Financial counseling and wealth coaching services range from $150 to $400 per hour. Prosperity Capital Advisors program fees are tiered based on portfolio size (see table above). Additional fees may apply for travel, materials, and changes to financial conditions. Associated persons may receive commissions from the sale of securities or insurance products through G.A. Repple & Co.
Areas of Practice
Location
110 Crown Oak Centre Drive, Longwood, FL, 32750-6166