Avior's investment management fees will not exceed 2.0% annually and are negotiable. Fees are typically assessed based on the amount of assets to be managed, the complexity of the portfolio and the services to be rendered. Fees are billed quarterly and monthly, in advance and in arrears, and calculated based on the market value of the assets in the managed account. Financial planning services are billed as a fixed fee, with a maximum charge of $100,000, and are negotiable. If the client also contracts with Avior for investment management services, the client may receive financial planning services at no charge.
10655 Six Pines Drive, Suite 100, The Woodlands, TX, 77380
Get directionsDavid is an insurance agent since 1996, dedicating about half of his time to this activity. He is also involved in several limited partnerships and real estate transactions, and works with Woodlands Securities Corp, dedicating about 10-20% of his time to this.