AVEC LLC offers wealth management services to individuals, high net worth individuals, families, and their related entities. These services include investment management, financial advisory services, and comprehensive financial planning. AVEC manages client assets primarily on a discretionary basis, developing customized investment strategies based on each client's unique financial situation and goals. AVEC may retain sub-advisers to consult on client's unique needs.
Assets Under Management$28M
Clients5
Advisors1
Avg. per Client$5.7M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee rates may be negotiated in select circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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