Avior Wealth Management, LLC
Assets Under Management
$5.1B
Number of Clients
4,385
Number of Advisors
59
Average Client AUM
$1.2M
AUM per Advisor
$86.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Avior Wealth Management, LLC offers investment management, financial planning, and business consulting services. They manage accounts on a discretionary and non-discretionary basis, providing advice on various investments. Financial planning covers areas like retirement, estate, education, and tax planning. Business consulting services are also available on a contractual basis.
Fee Structure
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
Location
14301 First National Bank Parkway, Suite 410, Omaha, NE, 68154