Clint Fish
Clint Fish is a registered investment advisor at Avior Wealth Management, LLC, based in Bloomington, IN, with 31 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4,385 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avior Wealth Management provides ongoing investment management services, continuously monitoring client accounts and making trades when necessary. Fees are negotiated between the financial professional and the client, not exceeding 2.0% annually, and are based on the amount of assets managed, the complexity of the portfolio, and the services provided. Fees are billed quarterly and monthly, in advance and in arrears, based on the market value of the assets. Some clients may effectively pay an annualized fee greater than 2.0% due to the minimum annual fee, if not waived. The firm utilizes sub-advisers and the client pays a sub-adviser fee based on assets they manage, in addition to a prime brokerage fee per transaction charged by the custodian.
Location
1802 W. 17th Street, Bloomington, IN, 47404
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Regulatory History (1)
Customer Dispute
July 2017Other Business ActivitiesSells Insurance
Clint owns and rents residential real estate since 1999, dedicating about 10% of his time to this activity. He also sells individual and group life and health insurance with First American Trust, taking nearly full-time hours, and is involved in investment advisory services with 1st American Advisory LLC. Additionally, Clint is a partner/instructor at a martial arts school, spending a few hours per week, and acts as a manager for Ironwood Investment Management, dedicating about a quarter of his time.
Employment History
Current Registrations
Avior Wealth Management, LLC
Previous Registrations
First American Advisory, LLC
Coastal Equities, INC.Broker
First American Advisory, LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Raymond James Financial Services, INC.Broker
Pfic Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Essex National Securities, INC.Broker
Hamilton Investments, INC.Broker
Security First Financial, INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.