Avidian Wealth Solutions
Assets Under Management
$4.0B
Number of Clients
1,873
Number of Advisors
38
Average Client AUM
$2.1M
AUM per Advisor
$105.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Avidian Wealth Solutions offers discretionary investment management, financial planning, and related advisory services. They primarily manage portfolios on a discretionary basis, offering various managed model solutions. They also provide sub-advisory services to private investment funds. Financial planning and consulting services are available on a stand-alone fee basis. A minimum of $1,000,000 is required for discretionary managed account services, but this may be reduced at Avidian's discretion.
Fee Structure
Avidian generally charges an annual advisory fee based on a percentage of the market value of assets under management, up to a maximum of 1.5%. Fees are billed and collected monthly, in arrears, based on the average daily balance of the account. In limited circumstances, a flat annual fee may be permitted, not exceeding 1.5% of assets under management. The minimum account size is $1,000,000, but this may be reduced at Avidian's discretion. Fees do not include bank fees, brokerage charges, or custody fees. Fees may vary based on factors such as the representative assigned, the amount of assets, and the complexity of the engagement.
Areas of Practice
Location
800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024