Avondale Wealth Management LLC
Assets Under Management
$285.8M
Number of Clients
122
Number of Advisors
3
Average Client AUM
$2.3M
AUM per Advisor
$95.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Avondale Wealth Management provides financial planning and portfolio management services. They offer ad hoc financial planning consultations and access to eMoney software. They manage client accounts on a discretionary basis, using models like Conservative, Balanced, Growth, and Aggressive. They primarily invest in mutual funds, ETFs, and stocks.
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
Location
4407 Bee Cave Rd., Suite 421, West Lake Hills, TX, 78746