AVAARI FINANCIAL offers financial planning and investment advisory services, including needs analysis, goal setting, cash flow analysis, tax planning, and investment management. Investment management includes asset allocation, investment selection, rebalancing, and performance reporting. AVAARI FINANCIAL emphasizes long-term client relationships and tailors advice to individual needs.
Assets Under Management$36M
Clients47
Advisors1
Avg. per Client$760K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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