Frequently asked
Frequently asked questions.
Who do you work with?
We serve a deliberately limited number of multigenerational families. Many clients have built or inherited significant wealth and are looking for a single point of coordination across all three service areas.
How are you compensated?
A single, transparent fee. We do not receive commissions for our recommendations or compensation from the sale of investment products.
Where are my assets held?
Your assets remain at your preferred custodian. When opening new accounts, our preferred custodians are Schwab and Fidelity. We never take possession of client funds.
Are you a fiduciary?
Yes, at all times and on every recommendation we make. Tred Avon Family Wealth is registered with the U.S. Securities and Exchange Commission as an investment advisor.
Do you have an account minimum?
We do not publish a minimum. Engagements are accepted based on fit: whether the work we do is the work the family actually needs. We're glad to have a brief, no-obligation conversation to determine that.
How do we begin?
A first conversation, usually a phone call and sometimes a visit. If it makes sense for both sides to continue, we move to a written scope of work before any engagement begins.