Avedis Mavilian is a registered investment advisor at Bayworth Capital, based in Houston, TX, with 7 years of industry experience. Avedis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 183 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
1980 Post Oak Boulevard, Suite 200, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Avedis is a managing member of Tailwind Financial Strategies, LLC dba Mavilian Financial Group, an insurance agency and tax advisory practice, dedicating about 10-20% of his time. He is also a licensed insurance agent appointed with various insurance companies.
Employment History
Current Registrations
Bayworth Capital
State Registrations3 states
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