Avendus Wealth Management is an investment advisor that provides investment advisory and portfolio management services to family offices and high net worth individuals. Avendus offers ongoing supervision of client accounts and provides advice on buying, selling, reinvesting, or holding securities. Avendus manages accounts on a discretionary or non-discretionary basis, based on the client's stated objectives.
Fee Structure
Avendus Wealth Management's annual fees for portfolio management and investment advisory services are based on a percentage of the value of your investments. The fees generally range from 0.5% to 2.5% per year for investment advisory services and up to 6% per year for portfolio management services. These fees are billed quarterly or monthly. A minimum of $61,000 is required to work with Avendus, but this may be negotiable.