Avocet Capital Management LLC

Avocet Capital Management LLC, established in Northbrook, IL, offers investment advisory and financial planning services to various clients, including individuals, high-net-worth individuals, trusts, estates, and businesses. The firm specializes in discretionary asset management services, where clients grant limited power of attorney for securities transactions. Avocet structures portfolios based on client financial situations, return expectations, and risk tolerance. Financial planning services are offered on an hourly basis, covering asset allocation, investment policy statements, retirement planning, cash flow projections, and estate planning. For investment advisory services, Avocet charges asset-based fees ranging from 1.25% to 0.50% based on the market value of assets under management. The firm requires a minimum account size of $500,000, which may be waived at its discretion. Avocet does not participate in wrap fee programs and does not charge performance-based fees. The firm acts as a fiduciary and does not engage in principal trading or receive sales fees for investment products. Avocet has custody of client assets for fee deduction purposes and may provide limited power of attorney for client accounts. The firm conducts periodic reviews of client accounts, offers customized performance reports, and does not engage in directed brokerage. Avocet does not have any financial conditions that would impair its ability to meet client commitments.