Avier Wealth Advisors
Assets Under Management
$964.4M
Number of Clients
577
Number of Advisors
14
Average Client AUM
$1.7M
AUM per Advisor
$68.9M
Compensation
Fee-Only (AUM)
About This Firm
Avier Wealth Advisors offers tailored financial planning and investment advisory services. They focus on integrating client goals, using risk tolerance surveys, and providing recommendations to accomplish client objectives. They primarily recommend mutual funds and ETFs, but may manage individual stocks or bonds.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $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
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Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location
10655 NE 4th Street, Suite 500, Bellevue, WA, 98004
