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.
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