Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
14301 First National Bank Parkway, Suite 410, Omaha, NE, 68154
Get directionsRegulatory History
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 →Other Business Activities
David works as a professional golf caddie for PGA professionals and celebrities, dedicating minimal time to this role. He is also an owner/partner looking to invest in rental property.