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 directionsJoshua is a limited partner in Patterson Financial, LP, and the general partner of Patterson Financial Mgt, which serves as the general partner to Patterson Financial, LP. These are non-investment related business structures for personal finances, requiring minimal time.