A-V Capital Management offers investment advice tailored to each client's needs. They work with individuals, high net worth individuals, trusts, charities, and businesses. A-V Capital helps clients set investment goals based on their risk tolerance, time horizon, and financial needs. They then create an investment strategy and monitor account performance. A-V Capital primarily invests in stocks, bonds, mutual funds, and exchange traded funds.
Fee Structure
A-V Capital charges an annual fee based on a percentage of the assets they manage. The exact percentage depends on the type of account (Equity, Balanced, or Fixed Income) and the amount invested. The fees are negotiable but will not exceed 2.00%.
For example:
- Equity accounts: Fees range from 1.25% to 2.00% depending on the amount invested.
- Balanced accounts: Fees range from 1.00% to 2.00% depending on the amount invested.
- Fixed Income accounts: Fees range from 0.35% to 1.50% depending on the amount invested.
A-V Capital generally requires a minimum of $500,000 to manage investments, but this can be waived.