Avrio Wealth provides financial planning, investment management, and insurance advisory services. Avrio tailors its services to each client's needs through personalized discussions. This includes reviewing the client's financial position, goals, cash flow, tax status, and risk tolerance. Avrio manages accounts on a discretionary or non-discretionary basis, depending on the client's preference. Client portfolios may include exchange-traded equity securities, bonds, pooled investment vehicles, and alternative investments.
Assets Under Management$150M
Clients134
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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