Avior Wealth Management manages investment portfolios and provides comprehensive financial planning for individuals, families, businesses, and other clients. The firm offers both discretionary investment management—where financial professionals make investment decisions on your behalf—and non-discretionary services, which require your approval before executing trades. Avior creates personalized strategies covering retirement planning, tax planning, estate planning, cash flow management, education funding, and risk management. The firm also provides business consulting, retirement plan consulting, and management of held-away accounts such as 401(k) plans through a third-party platform. Avior utilizes fundamental analysis to guide long-term and short-term investment strategies using individual stocks, bonds, exchange-traded funds, mutual funds, and annuities. Clients typically maintain their accounts at Charles Schwab or Fidelity Institutional.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically do not exceed 2.0% annually. The exact rate depends on asset size, portfolio complexity, and services rendered. Minimum annual household fees may apply.