American Vision Advisors (AVA) is a registered investment advisor offering ongoing portfolio management services. AVA creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. AVA requests authority to make trades without asking first. AVA seeks to make investment decisions in clients' best interests and allocate investment opportunities fairly.
Assets Under Management$3.2M
Clients20
Advisors1
Avg. per Client$160K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable under certain circumstances. Total fees charged by American Vision Advisors and third-party advisors do not exceed 3% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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