Avera Capital Wealth Management
Grand Junction, Colorado
Avera Capital Wealth Management, a small investment advisory firm based out of Grand Junction, CO, is dedicated to providing comprehensive wealth management solutions to a diverse client base. With over 180 individual clients and an impressive $122,279,000 in assets under management, the firm has gained a reputation for its commitment to delivering personalized financial strategies. Operating from three offices, Avera Capital Wealth Management possesses the expertise and capability to effectively manage employer funds in addition to their focus on 401Ks and individual accounts, which collectively represent less than 30% of their ...
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Assets Under Mgmt

$122.28M

Investment Professionals

2

Locations

2

% 401K & Individual

24%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Other: CONSULTING
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