Chandler, NC Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Avance Private Wealth LLC
Independent
Firm-wide stats for Avance Private Wealth LLC
Total advisors
1Clients per advisor
52 HighAvg AUM per client
$1,108,744 HighHNW client ratio
46% HighAbout
The firm provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. While it uses percentage‑of‑AUM billing like many independents, its client mix is concentrated toward high‑net‑worth and retirement plan clients rather than a broad non‑HNW retail base.
The firm prepares individualized Investment Policy Statements and typically manages accounts on a discretionary basis, employing a mix of modern portfolio theory, fundamental analysis and charting. It uses a wide range of instruments — including mutual funds, ETFs, fixed income, equities, annuities, options and margin — and provides written pension consulting plans and third‑party manager selection and monitoring for retirement plans.
Distinctive for a solo independent adviser, the firm’s supervised persons are licensed insurance agents and the firm offers insurance and annuity products while disclosing related conflicts of interest. The firm also provides tax planning/preparation through affiliates and offers consulting and marketing support to other financial professionals, and it accepts complex alternatives such as hedge funds, private equity and venture capital.
Based on Avance Private Wealth LLC
Expertise
Based on Avance Private Wealth LLC
Location
Chandler NC
Advisors at this office
1
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