TrueAdvisor
TrueAdvisor
DW
CFP
DW
CFP

David Keith Welty

Avier Wealth Advisors
25 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Avier Wealth Advisors
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
577 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$964.4M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.40%
$25M+0.30%

Annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000

Location

10655 NE 4th Street, Suite 508, Bellevue, WA, 98004

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2007
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Avier Wealth Advisors
April 2012 - Present · 13 yrs 10 mos
Previous Registrations
Retirement Asset Management, LLC
October 2006 - June 2012 · 5 yrs 8 mos
Raymond James Financial Services
March 2000 - November 2006 · 6 yrs 8 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.