Avion Wealth provides investment management and financial planning services. They work with clients to understand their goals, risk tolerance, and financial situation to develop a suitable investment strategy. Avion Wealth focuses on a buy-and-hold approach and reviews portfolios monthly, rebalancing as needed. They also discuss retirement plan payout options, which may present a conflict of interest if clients choose to have Avion Wealth manage those funds.
Assets Under Management$850M
Clients272
Advisors9
Avg. per Client$3.1M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
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+ | 0.50% |
Fees are negotiable for accounts over $50,000,001. Older client relationships may be subject to different fee schedules or minimum quarterly fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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