Avid Wealth Partners provides financial planning, consulting, and investment management services. Financial planning covers business, cash flow, estate, investment, insurance, retirement, charitable, and education planning. Investment management includes managing client portfolios with mutual funds, ETFs, and individual securities. AWP may recommend hedge funds. AWP also offers retirement plan consulting services to qualified employee benefit plans.
Assets Under Management$210M
Clients220
Advisors5
Avg. per Client$940K
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
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% |
AWP may negotiate a different fee rate for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...