Avidity Capital Inc. provides investment management based on individual client goals and risk tolerance. They also offer comprehensive financial planning and a subscription-based financial planning service called Avidity Journey. The firm generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$9.4M
Clients57
Advisors1
Avg. per Client$170K
Avg. per Advisor$9.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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