Aviso Wealth Management provides financial planning and investment advice to individuals, families, trusts, corporations, and non-profit organizations. Aviso offers investment management services on both a discretionary and non-discretionary basis. The firm also provides financial planning services covering areas like personal finances, cash flow, investments, insurance, retirement, and estate planning.
Assets Under Management$490M
Clients791
Advisors9
Avg. per Client$630K
Avg. per Advisor$55M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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