Aviator Wealth Group

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$6.6M
Clients13
Advisors1
Avg. per Client$510K
Avg. per Advisor$6.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.95%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm