Avenir Corporation is an investment management firm that provides investment management services on a discretionary basis. Avenir selects securities for purchase or sale and places orders for securities transactions. Avenir's investment style is a core value strategy focused on capital preservation and real rates of return, considering inflation and taxes. Avenir's portfolios are relatively concentrated. Avenir provides advisory services for taxable and non-taxable accounts.
Assets Under Management$1B
Clients163
Advisors3
Avg. per Client$6.2M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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