Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
59 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Financial Plan Fee:Up to $100,000

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

14301 First National Bank Parkway, Suite 410, Omaha, NE, 68154

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Avior Wealth Management, LLC
February 2024 - Present · 1 yr 11 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.
Alaina Rae Pogreba - Financial Advisor | AdvisorDiscover