Avid Wealth Management Group offers investment advice and manages investment portfolios for individuals, high net worth individuals, trusts, estates, and retirement plans. They create individualized investment programs based on each client's objectives, needs, and restrictions. Avid Wealth typically manages accounts on a discretionary basis, but may offer non-discretionary services as well. They also provide investment advice to defined-contribution plans.
Assets Under Management$84M
Clients94
Advisors1
Avg. per Client$890K
Avg. per Advisor$84M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 0.92% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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