Avier Wealth Advisors provides investment advice and financial planning to individuals, families, pension and profit-sharing plans, trusts, corporations, and businesses. Avier focuses on integrating client goals and objectives to create a financial plan and provides recommendations to accomplish those goals. Avier primarily recommends mutual funds and exchange-traded funds, but may also manage individual stocks or bonds depending on the client's needs. Avier also offers the ability to incorporate held-away assets into the asset allocation strategy.
Assets Under Management$960M
Clients577
Advisors15
Avg. per Client$1.7M
Avg. per Advisor$64M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
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. Advisory fees may also be negotiated based upon the size of the account and the nature of the services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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