Aveo Capital Partners, LLC
Assets Under Management
$1.6B
Number of Clients
1,498
Number of Advisors
N/A
Average Client AUM
$1.1M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aveo Capital Partners offers financial planning and investment management services to private clients and retirement plans. They allocate assets among affiliated and unaffiliated managers, mutual funds, ETFs, and individual securities. They tailor services to individual client needs and investment objectives, and may recommend private placement securities to accredited investors.
Fee Structure
Aveo Capital Partners charges an annual management fee based on a percentage of assets under management, typically between 0.50% and 2%. This fee covers both investment management and financial planning services. Financial planning fees can also be charged separately as a negotiated flat, minimum annual fee (ranging from $2,500 to $5,000), or hourly fee (ranging from $150 to $500 per hour), depending on the complexity of the client's needs. These fees are in addition to the management fee.
Areas of Practice
Location
9635 Maroon Circle, Suite 440, Englewood, CO, 80112