Avrio Wealth provides tailored financial planning and investment advice. They start with a comprehensive financial plan, reviewing your financial situation, goals, and risk tolerance. Avrio manages advisory accounts on a discretionary or non-discretionary basis, depending on your preference. They construct portfolios with various investments, including stocks, bonds, and alternative investments. Client accounts are reviewed at least quarterly and rebalanced as needed.
Assets Under Management$26M
Clients27
Advisors3
Avg. per Client$970K
Avg. per Advisor$8.7M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.40% |
Fees may be negotiable depending on the size and type of account, complexity of planning, and services required. Minimum annual fee of $10,000 for investment management only relationships may be waived at Avrio's discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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