Christian Doule
Advisor at Avaii Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Avaii Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Appleton, WI 54913
Credentials
Series 63, Series 66
Industry experience
17 years
Christian Doule is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Private Client Services, LLC. Outside of his advisory work, he manages Doule Noted, LLC, which handles office space rental. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans with financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a fiduciary, goal-driven process using fundamental analysis, modern portfolio theory, and diversification, and offers in-house tax preparation services alongside investment management.
Based on Avaii Wealth Management, LLC
Based on Avaii Wealth Management, LLC
Fixed advisory fees range from $5,000 to $30,000 annually; tax preparation fees start at $350; fixed fees for 3(21) retirement plan advisory services generally range from $300 to $5,000 per year
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $6,000,000: 0.65% Over $6,000,000+: 0.50%
Certain advisory persons are licensed insurance professionals and receive commissions from insurance product sales, separate from advisory fees
Financial planning services hourly rates range from $150 to $300 per hour
Minimum fee: Fixed advisory fees range from $5,000 to $30,000 annually, depending on the complexity of the engagement Fee-only: Financial planning services may be offered separately as stand-alone with hourly rates from $150 to $300 per hour, or fixed fee projects based on hourly rate; fixed fees range from $5,000 to $30,000 annually for advisory services
2101 N Casaloma Dr
Appleton, WI 54913
Wisconsin
Avaii Wealth Management, LLC
2018 - Present (8 years)
Private Client Services, LLC
2018 - 2023 (5 years)
Northwestern Mutual Wealth Management Company
2012 - 2018 (6 years)
Northwestern mutual life insurance company
2007 - 2018 (11 years)
Northwestern Mutual Investment Management
2007 - 2018 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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