Pavion Blue Capital provides investment advisory services to individuals and other entities. The firm uses a value-based investment philosophy, focusing on long-term total return. Pavion Blue offers both discretionary and non-discretionary portfolio management services. As a fiduciary, Pavion Blue is legally required to act in the client's best interest.
Assets Under Management$400M
Clients205
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$200M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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