Avaii Wealth Management is a registered investment advisor based in Appleton, Wisconsin, offering personalized investment management, financial planning, retirement plan consulting, and in-house tax preparation services. Avaii Wealth Management builds customized portfolios using active and passive mutual funds, exchange-traded funds, and individual stocks and bonds, typically managing accounts on a discretionary basis. The firm serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. Avaii Wealth Management operates as a fiduciary, legally required to act in your best interest, and emphasizes comprehensive financial planning as the core of its client relationships. Clients can choose between percentage-based investment management fees or fixed annual fees depending on their needs and portfolio size.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.65% |
| $6M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. Clients may alternatively select a fixed fee option ranging from $5,000 to $30,000 annually.