Tred Avon Family Wealth, LLC

Tred Avon Family Wealth, LLC is an investment advisor firm established in November 2014 and registered with the Securities and Exchange Commission. The firm, led by Frances Elizabeth Spurry, offers wealth management services to families, investment management services, and financial planning services to individuals. Clients can expect tailored services based on their needs, with a minimum account requirement of $5,000,000, although lower values may be accepted at the firm's discretion. Tred Avon Family Wealth provides fee-based, non-discretionary investment advisory services, recommending unaffiliated money managers or investment advisors through Managed Account programs. The firm charges asset management fees ranging from 0.15% to 0.50%, a flat fee based on estimated work time at $300 per hour, and fixed fees for wealth management services ranging from $10,000 to $450,000. Clients are encouraged to review their account statements regularly, as the firm does not vote on client securities or provide voting advice. Frances E. Spurry, the firm's owner, is a Certified Financial Planner™ professional, with a Bachelor's degree from Johns Hopkins University and a Master's degree from Washington College. She has no disciplinary events on record and does not engage in other substantial business activities. Clients can contact Ms. Spurry for any inquiries about the firm's services or this brochure.