Aveo Capital Partners, LLC

Aveo Capital Partners, LLC is an SEC registered investment adviser providing financial planning, investment management, and advisory consulting services as a fiduciary to private clients and retirement plans. The firm has been in business since 2011 and manages over $1.6 billion in regulatory assets. Clients can engage ACP on a discretionary or non-discretionary basis, with investment strategies tailored to individual risk tolerance and goals. ACP may recommend private placement securities and due diligence for accredited investors. The firm charges an annual Management Fee based on a percentage of assets under management, typically between 0.50% and 2%. Financial planning services may incur separate fees, ranging from $2,500 to $5,000 annually or hourly rates of $150 to $500. ACP does not charge performance-based fees and exercises investment discretion on behalf of clients. The firm discloses affiliations with Blue Sky Asset Management and Axcent Private Capital, among others, and may receive compensation for client referrals. Clients' assets are held at qualified custodians, and ACP has procedures in place to ensure compliance with regulatory requirements. ACP does not generally vote client securities but may do so in the best interest of clients when necessary. The firm has no financial conditions that may impair its ability to meet client commitments. For more information, clients can contact ACP directly at (303) 552-0945 or visit their website at www.aveocapital.com.