Avory & Co. offers investment solutions for both institutional and individual investors, utilizing its own research. The firm manages three concentrated investment portfolios: Durable Cash (fixed income), Premier Growth (equity), and Core Multi-Asset (all security types). These strategies aim for absolute returns and are not personalized, though clients can place reasonable restrictions on investments. Avory & Co. was founded in 2016 and is owned by Sean D. Emory.
Assets Under Management$380M
Clients77
Advisors1
Avg. per Client$4.9M
Avg. per Advisor$380M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may vary among clients based on the allocation of assets and are subject to negotiation. A minimum monthly fee of $500 may be charged, but can be waived at Avory & Co.'s discretion. Performance-based fees may be negotiated with qualified clients.
Fee Estimator
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