Avity Investment Management manages investment portfolios for individuals, trusts, estates, and other organizations. They create customized portfolios using stocks, bonds, mutual funds, and other investments based on each client's specific situation. Avity makes investment decisions without needing to consult with clients for each trade. They communicate with clients regularly through written reports, phone calls, and in-person meetings.
Assets Under Management$2B
Clients303
Advisors3
Avg. per Client$6.7M
Avg. per Advisor$680M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are often negotiated, particularly for large accounts. Standard fee schedule for fixed income only accounts is 0.60% on the first $2 million, 0.50% on the amount between $2 million, and $5 million, 0.40% on the amount between $5 million and $10 million, and 0.35% on the amount above $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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