Assets Under Management
$848.7M
Number of Clients
272
Number of Advisors
9
Average Client AUM
$3.1M
AUM per Advisor
$94.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Avion Wealth, LLC is a registered investment adviser providing investment consulting and advanced planning services. They focus on sensible, unbiased financial planning solutions, prioritizing client interests. Services include portfolio management, investment strategy, and assistance with financial goals.
| Assets Under Management | 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+ | 0.50% |
Fees negotiable for accounts over $50,000,001.
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX, 77381-3913