Aydt Investment Management provides ongoing investment management and financial planning services for individuals, families, trusts, estates, and small businesses. Aydt Investment Management primarily builds portfolios using exchange-traded funds and mutual funds tailored to each client's specific goals, risk tolerance, and time horizon. In addition to managing investments, Aydt Investment Management offers standalone financial planning covering retirement, income taxes, education funding, budgeting, debt management, and survivor income planning. The firm operates as an independent practice led by its founder, Victor Aydt.
Assets Under Management$47M
Clients132
Advisors1
Avg. per Client$350K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The default annual rate is 1.25%, which is negotiable. There is a minimum quarterly fee of $25 per account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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