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Avaii Wealth Management, Llc
Appleton, Wisconsin
5.0
31 Reviews
AVAIi Wealth Management, LLC is a reputable investment advisory firm headquartered in Appleton, WI, providing comprehensive financial services to clients. With one office location, AVAIi Wealth Management has built a strong team of 12 dedicated professionals, 7 of whom specialize in investment advisory services. The firm boasts an impressive average of $43,380,000 in assets under management per investment advisor.
With a client-centric approach, AVAIi Wealth Management offers a diverse range of compensation structures tailored to individual needs. These include a percentage of assets under management, hourly charges, and fixed fe...see more
Assets Under Mgmt
$303.68M
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
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
- Selection of other advisers
- Other: TAX PLANNING / PREPARATION
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
- Accountant or accounting firm
Reviews for Avaii Wealth Management, Llc
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