Avalan, LLC
Assets Under Management
$488.9M
Number of Clients
287
Number of Advisors
10
Average Client AUM
$1.7M
AUM per Advisor
$48.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Avalan, LLC offers asset management, financial planning, and consulting services. They create tailored portfolios using various securities and review them quarterly. Financial planning covers investment, retirement, estate, tax, and other areas. They also refer clients to independent money managers.
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
Location
233 E Carillo, Suite B, Santa Barbara, CA, 93101