Aionios Capital Partners, LLC

Fee-Only (% of Portfolio)

Aionios Capital Partners offers investment advisory services, including comprehensive portfolio management and family office services, to help clients meet their financial goals. They create tailored investment strategies using various securities and continuously monitor and rebalance portfolios. Aionios also offers family office services, including wealth management, financial planning, and coordination with other professionals.

Assets Under Management$2.7M
Clients1
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$2.7M

Fee Structure

Investment management only (planning not offered)

Aionios Capital Partners charges a maximum annual fee of 2.00% for its services. The specific fee will be outlined in the advisory agreement. Fees are calculated monthly based on the average daily value of the account and are negotiable. For family office services referred to a third party, clients will pay an additional fee to that third party.

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Location

1 Advisors at this firm

Aionios Capital Partners, LLC | TrueAdvisor