Avior Wealth Management, LLC

Assets Under Management

$5.1B

Number of Clients

4,385

Number of Advisors

59

Average Client AUM

$1.2M

AUM per Advisor

$86.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Avior Wealth Management provides investment management with ongoing supervision, financial planning to help clients achieve their goals, and business consulting services. They manage accounts on a discretionary and non-discretionary basis, offering advice on various investments. Fees are negotiable and billed quarterly or monthly.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Location

14301 First National Bank Parkway, Suite 410, Omaha, NE, 68154

59 Advisors at this firm

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