Avidian generally charges an annual advisory fee based on a percentage of assets under management, billed monthly in arrears. In limited circumstances, a flat annual fee may be permitted, not exceeding 1.5% of AUM. Financial planning and consulting fees range from $2,000 to $100,000 on a fixed fee basis, or $150 to $500 hourly. A $1,000,000 minimum is generally required for discretionary managed account services, but this may be reduced at Avidian's discretion.
800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024
Get directionsJames appears weekly on the talk show "StreetTalk Live" on KSEV 700AM, providing general market commentary. The show is broadcast from the StreetTalk Advisors offices.