Washington Avenue Advisors

Retirement Planning Firm in Lansing, MI

Firm Info
Address: 1146 S Washington Ave, Lansing, MI 48910, USA
Phone: (517) 346-7999

Firm Size
Assets Under Management: $187.1 million
# of Advisors: 4
# of Clients: 928
Client to Advisor Ratio: 232:1
Average Account Size: $201,670
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Washington Avenue Advisors Overview

Washington Avenue Advisors is a fee-only Registered Investment Advisory firm that operates out of Lansing, Michigan. The firm has been providing investment advice and financial planning services since its inception in 2020. It can be classified as an insurance broker/agent firm that offers a broad range of services that cater to the needs of both individuals and small businesses. One of the most compelling aspects of Washington Avenue Advisors is that it is a fee-only firm, meaning that it receives compensation solely from the clients it serves, rather than from commissions or other forms of third-party payments. This provides peace of mind to clients who can be confident that the advice they receive is unbiased and solely focused on their financial best interests. The firm's core services include financial planning and portfolio management, both of which are customized to best meet the specific needs of each individual or small business. This tailored approach ensures that clients are provided with investment advice and services that are specifically tailored to their unique investment goals and objectives. As a result, Washington Avenue Advisors is an ideal option for those seeking personalized and customized investment advice.

WASHINGTON AVENUE ADVISORS is a full-service financial advisory firm with a diverse clientele. When it comes to the types of clients served, the firm works with individuals, high net worth individuals, charitable organizations and other corporation types not listed. The team at WASHINGTON AVENUE ADVISORS understands that each client's financial situation is unique, and as such, they tailor their services to suit each client's specific needs. The fee structures available at WASHINGTON AVENUE ADVISORS are designed to be flexible and transparent. Depending on the service provided, clients can choose between two fee structures. Firstly, clients can opt for a percentage of AUM (assets under management) fee structure where the firm will take a percentage of their overall assets managed. This fee structure is often preferred by high net worth individuals who want to ensure their investment portfolios are managed carefully. Secondly, WASHINGTON AVENUE ADVISORS offers fixed fees, which are ideal for clients looking for specific advisory services without requiring ongoing management of their investments. Overall, WASHINGTON AVENUE ADVISORS’ fee structures are designed to provide each client with the flexibility they need to ensure they receive the best value for their investment.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Washington Avenue Advisors does not mention anything about their investment minimum. It is possible that they do not have a set minimum investment requirement, or they may only disclose this information to potential clients during a consultation or in private materials. It is important for investors to thoroughly research any firm they are considering investing with and to ask specific questions about investment minimums and other requirements before making any decisions.

How This Office Can Help Lansing, MI Residents

Washington Avenue Advisors is a leading financial service provider that assists clients in Lansing, MI, with their financial situations. The firm offers a range of services that help individuals and businesses navigate complex financial situations. One of the most common financial challenges faced by individuals in Lansing, MI, is developing a comprehensive retirement plan that will sustain their lifestyle after they retire. With the help of Washington Avenue Advisors, clients can plan and manage their retirement funds to ensure that they have a secure financial future. Another common financial issue faced by businesses in Lansing, MI, is managing tax liabilities. Washington Avenue Advisors offers a range of tax planning and preparation services that can help businesses comply with tax regulations while minimizing their tax liability. The firm also assists clients in developing investment strategies to maximize profits and minimize risks. Overall, Washington Avenue Advisors is dedicated to helping clients in Lansing, MI, achieve their financial goals and secure their financial futures.

To view the Minimum Investment and Fee Schedule for Washington Avenue Advisors, visit their Part 2 Brochure.

Services Offered by Washington Avenue Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Washington Avenue Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1146 S Washington Ave, Lansing, MI 48910, USA
Phone (517) 346-7999
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  4 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Washington Avenue Advisors is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Idaho
  • Illinois
  • Indiana
  • Kansas
  • Kentucky
  • Michigan
  • Nebraska
  • New Hampshire
  • North Carolina
  • Ohio
  • Texas

Disciplinary History

Washington Avenue Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs