Avion Wealth charges an annual fee based on a percentage of your assets under management, as detailed in your signed agreement. The minimum quarterly investment advisory fee is $5,000, but this may be less depending on the assets managed, the advisor, and the complexity of the client work. Fees are tiered, meaning the percentage decreases as your portfolio value increases. Cash is considered an asset class and is subject to the same fee calculation as non-cash investments. Lower fees may be assessed for existing accounts, and family accounts may be combined for fee calculation purposes. If services are terminated within the first 60 days, a full refund of fees paid will be provided.