Avid Wealth Partners offers personalized financial planning, business consulting, exit planning for business owners, and investment management. Avid Wealth Partners builds portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and alternative investments like private equity and hedge funds. The firm takes a goal-oriented approach focusing on low-cost asset allocation, tax efficiency, and downside risk protection. Services are tailored to individuals, families, and business owners, and the firm coordinates with third-party platforms for specialized strategies such as direct indexing and options-based solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 0.85% |
| $2.5M - $10.0M | 0.65% |
| $10M+ | 0.40% |
Fees are negotiable based on anticipated future earning capacity, additional assets, account composition, pre-existing relationships, or competitive purposes.