Avaii Wealth Management offers investment and financial planning services tailored to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. Avaii creates investment strategies based on client goals, risk tolerance, and financial situations, primarily using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. Financial planning services cover areas like financial position, tax considerations, employee benefits, investment analysis, insurance, retirement, and estate planning. Avaii may also recommend independent investment managers.
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% |
| $2M+ | 0.75% |
Fees may be negotiable. Clients may select a fixed fee option ranging from $5,000 to $30,000 annually. The total blended fee, including Avaii's fee and any independent manager's fee, will not exceed 1.55% annually.