Sarah Mcivor is a registered investment advisor at Avion Wealth, based in The Woodlands, TX, with 11 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Tax Planning. Their firm serves 272 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees are negotiable for accounts over $50,000,001. Older client relationships may be subject to different fee schedules or minimum quarterly fees.
Fee Estimator
Location
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX, 77381-3913
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Avion Wealth
State Registrations1 state
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