Avow Wealth Advisors provides referral services, connecting clients who need sophisticated financial and investment planning with other contracted advisory firms. Avow Wealth Advisors acts as a solicitor, meaning they introduce clients to another firm that will directly manage their investment portfolio and provide ongoing financial services. Avow Wealth Advisors is compensated by the managing firm through a share of the fees charged to the client. The firm does not directly manage investments, hold client funds, or make trades. Avow Wealth Advisors is affiliated with an accounting and consulting firm, offering clients access to separate tax, audit, and payroll services if desired.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Avow Wealth Advisors receives 0.20% annually from the recipient advisory firm for client referrals. Total combined fees will not exceed 2% of assets under management.