Avier Wealth Advisors
Assets Under Management
$964.4M
Number of Clients
577
Number of Advisors
14
Average Client AUM
$1.7M
AUM per Advisor
$68.9M
Compensation
Fee-Only (AUM)
About This Firm
Avier Wealth Advisors offers tailored financial planning and investment advisory services, primarily recommending mutual funds and ETFs. They manage accounts through an interactive process, encouraging regular meetings and adapting to client needs. They may engage sub-advisers and offer held-away asset integration. Financial planning is included in investment management fees.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to. Fees may be negotiated based upon the size of the account and the nature of the services provided.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $2 million portfolio would cost about $16,000/year. The annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to. Management fees may be negotiated based on account size and services provided. There is an initial onboarding fee of $27.50 per day until assets are received into the account.
Areas of Practice
Location
10655 NE 4th Street, Suite 500, Bellevue, WA, 98004
