Ben Avor is a CFA-designated registered investment advisor at Adnate Capital Management LLC, based in Fairfax, VA. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 3.00% |
| $100.0M - $250.0M | 2.50% |
| $250.0M - $500.0M | 2.00% |
| $500M+ | 1.00% |
Fees are negotiable. An additional overlay fee of 0.05% to 0.10% may apply for enhanced services.
Fee Estimator
Location
8280 Willow Oaks Corporate Drive, Suite 600, Fairfax, VA, 22031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Adnate Capital Management LLC
State Registrations1 state
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