Aviator Wealth Group (AWG) is an investment management firm that helps clients build, grow, manage, and protect their wealth. AWG offers investment management services on a discretionary and non-discretionary basis, allocating assets among mutual funds, exchange-traded funds (ETFs), alternatives, cash, and individual debt and equity securities. AWG also provides financial planning services, including estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives. AWG partners with clients' other advisors to ensure a coordinated effort toward the client's stated goals. AWG also provides consulting services on a limited scope of work.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fees are negotiable on a client-by-client basis.