Avity Investment Management INC.
Assets Under Management
$1.9B
Number of Clients
278
Number of Advisors
4
Average Client AUM
$6.7M
AUM per Advisor
$465.7M
Compensation
Fee-Only (AUM)
About This Firm
Avity Investment Management has been in operation since 1970 and is employee-owned. They provide continuous investment supervision, managing client portfolios individually with a mix of securities based on the client's circumstances. Accounts are managed on a discretionary basis and reviewed regularly. They communicate with clients on an ongoing basis and provide valuation reports monthly or quarterly. As of December 31, 2024, they managed $1,862,947,298 of client assets.
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
Location
80 Field Point Rd., Greenwich, CT, 06830-6416