Avos Capital Management, LLC

Fee-Only (% of Portfolio)

Avos Capital Management offers investment advisory and management services to individuals, high-net-worth individuals, institutional clients, pension plans, trusts, estates, privately offered pooled investment vehicles, and charitable organizations. Avos builds portfolios using publicly traded securities across various asset classes, often using exchange-traded funds. Avos manages client portfolios on a discretionary basis, but will provide non-discretionary services upon request. Avos also manages the Avos Titus Fund, a private fund intended for accredited investors.

Assets Under Management$250M
Clients50
Advisors2
Avg. per Client$5.1M
Avg. per Advisor$130M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

Fees are negotiable depending on individual client circumstances; all clients do not pay the same fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

2 Advisors at this firm

Avos Capital Management, LLC | TrueAdvisor