Avion Wealth is a registered investment advisor based in The Woodlands, Texas, offering discretionary portfolio management and advanced financial planning services. The firm builds customized investment portfolios using a buy-and-hold approach focused primarily on exchange-traded funds and mutual funds, driven by modern portfolio theory and asset allocation principles. Avion Wealth's comprehensive wealth management services integrate investment consulting, advanced financial planning—such as tax minimization, cash flow management, wealth transfer, and asset protection—and ongoing relationship management. The firm serves individuals, high-net-worth clients, corporations, and charitable organizations, with a general minimum account size of $1,000,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | Included |
Fees for accounts over $50,000,000 are negotiable. Minimum quarterly fee is $5,000 (or $9,000 for complex entrepreneur clients), which may be lowered based on complexity.