We succeed together.

At Avenue, we’re committed to aligning our interests with those of our clients.

There are no additional custodial fees.

Portfolios under $2 million:

Avenue’s Core Equity Portfolio

  • Fee that is aligned with performance:
  • 1.5%
  • Fee is cut in half in the year following a loss
  • A sliding performance fee of up to 1% can be earned if returns exceed
  • 10% but capped at 20%
  • or
  • 1.25% Flat
  • The choice is yours

Avenue’s Bond Portfolio

  • 0.75%

Portfolios over $2 million:

Avenue’s Core Equity Portfolio

  • Fee that is aligned with performance:
  • 1.0%
  • Fee is cut in half in the year following a loss
  • A sliding performance fee of up to 1% can be earned if returns exceed 10% but capped at 20%
  • or
  • 0.9% Flat
  • The choice is yours

Avenue’s Bond Portfolio

  • 0.5%
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