Firm Information
Compensation
Fee-Only (AUM)Firm Size
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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to. Fees may be negotiated based upon the size of the account and the nature of the services provided.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $2 million portfolio would cost about $16,000/year. The annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to. Management fees may be negotiated based on account size and services provided. There is an initial onboarding fee of $27.50 per day until assets are received into the account.
Areas of Practice
Advisor Information
Office location
10655 NE 4th Street, Suite 500, Bellevue, WA, 98004
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Aaren N StrandRegulatory 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
Aaren is a co-owner of Strand Industrial Group LLC (DBA SIG Metal Works), a construction business, since 2019. Aaren has no duties related to the business and spends minimal time on it.
Employment History
Current Registrations
Avier Wealth Advisors
Previous Registrations
Paracle Advisors LLC
State Registrations1 state
Exams