Assets Under Management
$1.9B
Number of Clients
278
Number of Advisors
4
Average Client AUM
$6.7M
AUM per Advisor
$465.7M
Compensation
Fee-Only (AUM)
Avity Investment Management has operated since 1970, offering continuous investment supervision. Client portfolios are managed individually with a mix of investments depending on the client's circumstances. Accounts are handled on a discretionary basis and reviewed regularly. They communicate with clients on an ongoing basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are often negotiated, particularly for large accounts.
80 Field Point Rd., Greenwich, CT, 06830-6416