CT
CFP

Christopher Neil Trub

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
59 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Financial Plan Fee:Up to $100,000

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Loading...

Advisor Information

Office location

14301 First National Bank Parkway, Suite 410, Omaha, NE, 68154

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Avior Wealth Management, LLC
July 2019 - Present · 6 yrs 6 mos
Previous Registrations
USAA Investment Management Company
January 2018 - July 2019 · 1 yr 6 mos
USAA Financial Planning Services
January 2009 - January 2018 · 9 yrs
USAA Investment Management Company
October 2007 - December 2008 · 1 yr 2 mos
USAA Financial Advisors, INC.Broker
September 2007 - July 2019 · 11 yrs 10 mos
USAA Investment Management Company Broker
August 2007 - December 2007 · 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.