Avier Wealth Advisors offers personalized financial planning and investment management services for individuals, families, retirement plans, trusts, and businesses. The firm builds globally diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, focusing on academic research related to asset classes like company size and valuation. Avier Wealth Advisors emphasizes a fiduciary commitment to place client interests first. Clients receive ongoing portfolio monitoring and regular reviews with their financial advisor. In addition to investment management, the firm integrates financial planning—such as cash needs analysis, risk tolerance assessment, and personal balance sheet projections—directly into its management services without separate planning fees. The firm operates mainly out of Bellevue, Washington, and manages significant client assets across discretionary and non-discretionary accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to. Fees are negotiable based on account size and services provided.
