Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
1802 W. 17th Street, Bloomington, IN, 47404
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Customer Dispute
July 2017Other Business ActivitiesSells Insurance
Clint owns and rents residential real estate since 1999, dedicating about 10% of his time to this activity. He also sells individual and group life and health insurance with First American Trust, taking nearly full-time hours, and is involved in investment advisory services with 1st American Advisory LLC. Additionally, Clint is a partner/instructor at a martial arts school, spending a few hours per week, and acts as a manager for Ironwood Investment Management, dedicating about a quarter of his time.