Avity Investment Management INC.
Assets Under Management
$2.0B
Number of Clients
303
Number of Advisors
4
Avg. Portfolio per Client
$6.7M
Avg. Managed per Advisor
$506.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
Fee Structure
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
Areas of Practice
Location
80 Field Point Rd., Greenwich, CT, 06830-6416