Avinci Wealth Management offers investment management where they manage client assets based on their individual needs and goals. As a complimentary service, Avinci provides financial consulting and guidance to assist clients with creating a financial plan. Avinci also offers estate planning services through a third-party platform. Avinci may utilize third-party portfolio managers to manage client portfolios.
Assets Under Management$10M
Clients65
Advisors1
Avg. per Client$160K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Avinci Wealth Management charges a percentage of your portfolio each year. The maximum fee is 1.95%. The fee is negotiable and depends on the complexity and scope of services provided.
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