Avidian Wealth Solutions manages investment portfolios and provides financial planning services. Avidian primarily manages portfolios on a discretionary basis, offering various managed model solutions. They provide advice on mutual funds, stocks, bonds, and other securities. Avidian also offers financial planning and consulting services on a stand-alone fee basis. Avidian requires a client (aggregate account) minimum of $1,000,000 for its discretionary managed account services.
Fee Structure
Avidian Wealth Solutions generally charges an annual advisory fee based on a percentage of the value of your investments. The fee is calculated monthly, in arrears, based on the average daily balance of your account. In limited circumstances, Avidian will permit clients to pay a flat annual fee which will not exceed 1.5% of their assets under management. The fees do not include brokerage fees, custodial fees, or other transaction costs.