Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are often negotiated, particularly for large accounts.
Fee Estimator
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
Advisor Information
Office location
80 Field Point Rd., Greenwich, CT, 06830-6416
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