Avere Wealth Management offers investment management and financial planning services. Investment management involves creating custom portfolios using ETFs, mutual funds, and individual stocks. Financial planning covers areas like retirement, estate, insurance, and education savings. Avere Wealth may recommend independent managers for a portion of a client's portfolio. Avere Wealth acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$19M
Clients25
Advisors1
Avg. per Client$780K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable. For Clients who engage Avere Wealth for Financial Planning Services and are also interested in Investment Management Services, the fees range from 0.40% to 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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