Avestar Capital offers investment management services on both a discretionary and non-discretionary basis. Investment advice is tailored to meet individual financial needs and investment objectives. Avestar uses internally managed strategies and third-party model portfolios. The firm also offers financial consulting services related to specific financial topics and due diligence services for clients interested in private funds.
Assets Under Management$1.5B
Clients188
Advisors12
Avg. per Client$8.1M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Avestar also charges a 0.02% technology fee. Additional fees apply for specific strategies: Custom Equity ETF (0.25%), Custom Liquid Alternatives ETF (0.25%), Custom Fixed Income ETF (0.15%), Options Overlay Strategies (0.50%), Single Stock Custom Options Strategies (0.70%), and Model Delivered Strategies (0.10%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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