Services

Asset Management

Advisory Services

Individually managed Stock Portfolios (not pooled funds)
Individual Fixed Income Portfolios
Cash Manangement

Advisory Services

401(k) Plan Investment Allocation
Alternative Investment review and consultation
Advice and referrals when necessary on all financial matters relevant to the client

Types of Accounts

Advisory Services

Types of Accounts

Individual
Trusts, Estates and Foundations
IRA's, (SEP, Traditional, Rollover, Roth, Simple)
Corporate cash management

fees

Methodology

We believe that one of the biggest detractors from long term performance is excessive fees. We believe in charging a standard flat fee based on account assets and use individual securities, versus mutual funds, for client portfolios. By investing in individual securities instead of funds, we avoid a "fee on top of fee" structure, better understand all of the portfolio components, and more efficiently control the tax implications for our clients.

Simple Fee Structure

We generally charge a flat 80 basis points (.80%) of assets under management. All of the services listed above are provided under this simple fee structure.

NOTE: Commissions for trades are extra and are paid to the executing broker, not AVA Wealth Management LLC. A commission schedule is provided to all clients.