Avior Wealth Management offers investment management with ongoing supervision of client accounts, financial planning to help clients achieve their financial goals, and business consulting services. Avior manages accounts on a discretionary or non-discretionary basis, providing advice on various investments. The firm uses a third-party platform, Pontera, to manage held-away assets. Avior does not act as a portfolio manager of or sponsor any wrap fee programs.
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.