Avion Wealth
Assets Under Management
$848.7M
Number of Clients
272
Number of Advisors
9
Average Client AUM
$3.1M
AUM per Advisor
$94.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Avion Wealth, based in The Woodlands, Texas, offers tailored investment consulting and discretionary portfolio management services. They focus on understanding clients' financial goals, risk tolerance, and retirement planning needs to create suitable investment strategies. The firm primarily uses a buy-and-hold approach, reviewing portfolios monthly and rebalancing as needed. They also provide advanced planning services, including tax minimization, wealth transfer, asset protection, and charitable giving strategies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for accounts over $50,000,001.
Fee Estimator
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.
Areas of Practice
Location
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX, 77381-3913