Avenue Retirement Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Avenue Retirement Services advises individuals, trusts, estates and small businesses on retirement planning, cash‑flow and debt management, tax and estate planning, and business consulting, and offers both one‑time financial planning/consultation and ongoing investment supervisory services. The firm manages about $27.5 million across roughly 60 client relationships and typically works with non‑high‑net‑worth individual clients.
The firm employs an active asset‑management approach that blends charting, cyclical, fundamental and technical analysis to set asset allocation, sector exposure and timing, and it prepares investment policy statements with periodic monitoring and rebalancing. Portfolios commonly include U.S. equities, ETFs, mutual funds, indexed funds, bond funds and REITs, and the firm manages accounts on a discretionary basis when agreed with the client.
Notably, the brochure lists ETNs among potential holdings and indicates the firm may use derivatives and borrowing within separately managed accounts, practices that add complexity and risk relative to what many independent advisers employ. The firm also conducts periodic educational workshops and seminars (typically offered pro bono or through a sponsoring organization), a service the brochure highlights as part of its client outreach.
Client services
Expertise
Occupation focus
Fee options
$0 - $99,999: 1.500% annually $100,000 - $249,999: 1.250% annually $250,000 - $499,999: 1.125% annually $500,000 - $999,999: 1.000% annually $1,000,000+: 0.750% annually
Account minimum: $25,000 Fee-only: Fixed fees of $125 per quarter for investment consultation services (for 'held away' accounts); Business consultation fixed fees ranging from $2,000 to $50,000 per year; educational workshops generally pro bono or nominal fixed fee paid by sponsors.
Main office
Prosper TX, United States
Most active in
Texas
Also doing business as
Avenue Retirement Services · Avenue Retirement Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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