Avise Financial manages investment portfolios and offers financial planning services, including retirement planning, risk management, and estate planning. They also provide pension consulting services to employee benefit plans and tax preparation and business management services. Avise works with individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and corporations.
Fee Structure
Avise Financial manages investment portfolios for a fee based on the value of your portfolio. The annual advisory fee will not exceed 2% of the market value of your portfolio. Fees are negotiable. Avise also offers the use of third-party managers for portfolio management services, with total fees charged by both parties not exceeding 2% per year.
