| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are often negotiated, particularly for large accounts.
Avity's investment services are offered at a percentage of assets under management. For equity and balanced accounts, the standard fee schedule is 1.0% per year on the first $2 million, 0.75% on the amount between $2 million and $5 million, 0.60% on the amount between $5 million and $10 million, and 0.50% on the amount above $10 million. For fixed income only accounts, the standard fee schedule is 0.60% on the first $2 million, 0.50% on the amount between $2 million and $5 million, 0.40% on the amount between $5 million and $10 million, and 0.35% on the amount above $10 million. These rates are often negotiated, particularly for large accounts. Fees are billed quarterly. Investment management fees are their only source of compensation, but clients may incur additional costs.
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