Avior Wealth Management, LLC

Avior Wealth Management, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission since December 4, 2008. The firm offers investment management, financial planning, and business consulting services. Avior provides continuous supervision over client accounts, offering advice on various types of investments. The firm also offers financial planning services, including asset and liability management, retirement planning, and tax planning. Business consulting services are available on a contractual basis, covering areas such as business continuity planning and executive bonus and retention. Avior utilizes a third-party platform, Pontera, for managing held-away assets with discretion. The firm does not act as a custodian but provides investment management services on a discretionary or non-discretionary basis. Fees for investment management services are negotiable and typically do not exceed 2.0% annually. The firm bills fees quarterly and monthly, in advance and in arrears, based on the market value of assets in the managed account. Avior does not receive performance-based fees and provides investment advice to various types of clients, including individuals, institutions, and trusts. The firm's primary method of analysis is fundamental analysis, and it does not have any disciplinary events related to the firm. Avior has affiliations with Avior Insurance, LLC, Avior Tax and Accounting, LLC, and Momentum Independent Network, LLC. The firm has established a Code of Ethics and provides investment discretion based on client preferences. Avior does not vote on behalf of clients' securities and does not require prepayment exceeding $1,200 per client six months in advance.