Avesta Venture Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

Avesta Venture Advisers (AVA) is owned by Andrew Omidvar and has been providing advisory services since 2009. AVA provides investment advice only with respect to limited types of investments in technology to qualified clients. The advice is limited to the evaluation of technology, not the financial or market aspects, with a narrow focus on future technologies in Computer and Electronics. AVA tailors its advisory services to the individual needs of clients based on client instructions. Clients may impose restrictions on investing in certain securities or types of securities, and AVA strictly follows client instructions.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $500K2.00%
$500K - $1.0M1.50%
$1M+1.25%

All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Avesta Venture Advisors | TrueAdvisor