Avondale Wealth Management LLC

Avondale Wealth Advisors, operating under Avondale Wealth Management LLC, is a Registered Investment Advisor established in 2010. The firm specializes in fee-based Financial Planning and Portfolio Management Services. Clients receive a free initial consultation to discuss their financial objectives and risk tolerance before signing a Financial Planning and Portfolio Management Agreement. Avondale primarily manages Client accounts on a discretionary basis, offering models like Conservative, Balanced, Growth, and Aggressive, with a suggested portfolio minimum of $1,000,000. The firm actively manages portfolios using mutual funds, ETFs, and stocks, with the option for alternative investments. Avondale's investment strategies are based on dynamic asset allocation and top-down management, with ongoing monitoring of client accounts. Clients have the option to engage in non-discretionary portfolio management as well. Avondale charges an annual fee based on a percentage of assets under management, with fees varying depending on the portfolio value. The firm may also enter into performance fee arrangements with qualified clients. Avondale follows a Code of Ethics to ensure fiduciary duty and best practices, with IA Reps disclosing any conflicts of interest related to insurance and securities product recommendations. The firm does not have discretionary authority to select the broker-dealer/custodian but recommends Fidelity Institutional Wealth Services. Avondale does not have physical custody of client assets but has limited custody for fee withdrawals. The firm has a Business Continuity Plan in place to address potential disruptions. Avondale does not have a history of legal or disciplinary actions. Clients can access financial information and the firm's Business Continuity Plan upon request.