Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
278 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$1.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are often negotiated, particularly for large accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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.

Areas of Practice
Investment Management
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Advisor Information

Office location

80 Field Point Road, Greenwich, CT, 06830

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Avity Investment Management INC.
March 2000 - Present · 25 yrs 10 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.