AVA Wealth Management provides investment consulting and investment management services to individuals, trusts, estates, corporations, and other business entities. AVA Wealth determines suitable investment goals for each client and manages portfolios to attain them. Client accounts are separate and held at a broker or dealer firm or other custodian independent of AVA Wealth. AVA Wealth generally concentrates investments in a fewer number of securities.
Assets Under Management$48M
Clients33
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The fee may be negotiable in special cases. Minimum annual fee of $4,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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