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Avid Wealth Partners, Llc
San Antonio, Texas
3.0
2 Reviews
AVID WEALTH PARTNERS, LLC is a small investment advisory firm headquartered in San Antonio, TX. With a single office, the company boasts a team of 11 dedicated professionals, of whom three specialize in providing investment advisory services. The firm's average assets under management per investment advisor stands at approximately $50,180,000, which aligns with the industry average.
AVID WEALTH PARTNERS, LLC employs a diverse compensation structure, offering different types of fees, such as a percentage of assets under management and fixed fees. While the firm's 401K and individual accounts comprise less than 30% of their assets ...see more
Assets Under Mgmt
$150.55M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Avid Wealth Partners, Llc
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