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That gives the firm more flexibility than a plain-vanilla asset-allocation approach, but it also adds complexity and can raise portfolio risk and volatility.",[883],{"type":129,"attrs":884},{"color":773},{"type":764,"attrs":886,"content":887},{"level":766,"textAlign":34},[888],{"text":889,"type":22,"marks":890},"What are the pros and cons of Avidian Wealth Solutions?",[891,893],{"type":129,"attrs":892},{"color":773},{"type":38},{"type":18,"attrs":895,"content":896},{"textAlign":34},[897],{"text":898,"type":22,"marks":899},"It combines portfolio management with broader planning and presents that as a coordinated, high-touch relationship. 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The maximum annual fee for managed accounts is 1.50%, though the actual rate is negotiable based on account size, complexity, and other factors.",[1060],{"type":129,"attrs":1061},{"color":773},"article-rich-text",{"_uid":1064,"caption":12,"content":1065,"component":1083,"show_search":543,"paste_content":1084,"number_of_rows":1106,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"410fcbaa-c04d-4980-82ce-79df77ed8dff",{"tbody":1066,"thead":1076,"fieldtype":1082},[1067],{"_uid":1068,"body":1069,"component":1075},"b3fd05ab-de3e-4451-88a1-e12104a5a3db",[1070,1073],{"_uid":1071,"value":12,"component":1072},"27b0c5d6-3c5e-45b5-a65b-df9242a91d05","_table_col",{"_uid":1074,"value":12,"component":1072},"e543bb5a-6f64-418d-9e65-984bfe4c689a","_table_row",[1077,1080],{"_uid":1078,"value":12,"component":1079},"552a1f6f-a73d-4ad6-9f94-4916766423fc","_table_head",{"_uid":1081,"value":12,"component":1079},"07be2cba-bd63-4aa8-baf6-71dde77e3259","table","article-table",{"type":15,"content":1085},[1086,1091,1096,1101],{"type":18,"attrs":1087,"content":1088},{"textAlign":34},[1089],{"text":1090,"type":22},"Service\tFee structure",{"type":18,"attrs":1092,"content":1093},{"textAlign":34},[1094],{"text":1095,"type":22},"Managed account (standard)\tUp to 1.50% annual",{"type":18,"attrs":1097,"content":1098},{"textAlign":34},[1099],{"text":1100,"type":22},"Legacy wrap fee program\tUp to 1.50% annual",{"type":18,"attrs":1102,"content":1103},{"textAlign":34},[1104],{"text":1105,"type":22},"Flat-fee advisory (limited cases)\tNot to exceed 1.50% of AUM","10",{"_uid":1108,"data":1109,"component":1062},"128e2323-1aa9-4622-b795-f2e66095d491",{"type":15,"content":1110},[1111,1129,1137,1146,1154,1162,1171,1179,1187,1253,1261,1311,1320,1328,1336,1344,1353,1361,1369,1378,1386,1395,1403,1411,1419,1427,1436],{"type":809,"content":1112},[1113],{"type":812,"content":1114},[1115],{"type":18,"attrs":1116,"content":1117},{"textAlign":34},[1118,1124],{"text":1119,"type":22,"marks":1120},"Stand-alone financial planning/consulting: ",[1121,1123],{"type":129,"attrs":1122},{"color":773},{"type":38},{"text":1125,"type":22,"marks":1126},"Generally, $2,000 to $200,000 fixed, or $150 to $500 hourly, depending on scope and personnel involved.",[1127],{"type":129,"attrs":1128},{"color":773},{"type":18,"attrs":1130,"content":1131},{"textAlign":34},[1132],{"text":1133,"type":22,"marks":1134},"Clients also bear third-party costs such as custodial fees, brokerage commissions, mutual fund and ETF internal expenses, and, for private fund investors, multiple layers of fund-level fees.",[1135],{"type":129,"attrs":1136},{"color":773},{"type":764,"attrs":1138,"content":1139},{"level":766,"textAlign":34},[1140],{"text":1141,"type":22,"marks":1142},"What is Avidian Wealth Solutions’s minimum account size?",[1143,1145],{"type":129,"attrs":1144},{"color":773},{"type":38},{"type":18,"attrs":1147,"content":1148},{"textAlign":34},[1149],{"text":1150,"type":22,"marks":1151},"Avidian’s minimum account size is $1 million for discretionary wealth management, though the firm may waive that minimum in some cases.",[1152],{"type":129,"attrs":1153},{"color":773},{"type":18,"attrs":1155,"content":1156},{"textAlign":34},[1157],{"text":1158,"type":22,"marks":1159},"Avidian positions its private wealth service mainly for clients with about $1 million to $10 million in investable assets, while larger family-office relationships are presented separately.",[1160],{"type":129,"attrs":1161},{"color":773},{"type":764,"attrs":1163,"content":1164},{"level":766,"textAlign":34},[1165],{"text":1166,"type":22,"marks":1167},"Who should choose Avidian Wealth Solutions?",[1168,1170],{"type":129,"attrs":1169},{"color":773},{"type":38},{"type":18,"attrs":1172,"content":1173},{"textAlign":34},[1174],{"text":1175,"type":22,"marks":1176},"Avidian looks best suited to higher-net-worth investors who want an ongoing advisor relationship that combines investment management with broader planning.",[1177],{"type":129,"attrs":1178},{"color":773},{"type":18,"attrs":1180,"content":1181},{"textAlign":34},[1182],{"text":1183,"type":22,"marks":1184},"Avidian Wealth Solutions works well for:",[1185],{"type":129,"attrs":1186},{"color":773},{"type":809,"content":1188},[1189,1205,1221,1237],{"type":812,"content":1190},[1191],{"type":18,"attrs":1192,"content":1193},{"textAlign":34},[1194,1200],{"text":1195,"type":22,"marks":1196},"High-net-worth individuals and families: ",[1197,1199],{"type":129,"attrs":1198},{"color":773},{"type":38},{"text":1201,"type":22,"marks":1202},"Seeking integrated planning across investments, tax, estate, and retirement needs.",[1203],{"type":129,"attrs":1204},{"color":773},{"type":812,"content":1206},[1207],{"type":18,"attrs":1208,"content":1209},{"textAlign":34},[1210,1216],{"text":1211,"type":22,"marks":1212},"Business owners, executives, and multi-generational families: ",[1213,1215],{"type":129,"attrs":1214},{"color":773},{"type":38},{"text":1217,"type":22,"marks":1218},"The service is a better fit for clients with more moving parts to coordinate and an ongoing need for advisor oversight.",[1219],{"type":129,"attrs":1220},{"color":773},{"type":812,"content":1222},[1223],{"type":18,"attrs":1224,"content":1225},{"textAlign":34},[1226,1232],{"text":1227,"type":22,"marks":1228},"Investors who want human advice, not self-service investing: ",[1229,1231],{"type":129,"attrs":1230},{"color":773},{"type":38},{"text":1233,"type":22,"marks":1234},"Advisor contact, annual in-depth reviews, and a managed-portfolio framework are central to the offering.",[1235],{"type":129,"attrs":1236},{"color":773},{"type":812,"content":1238},[1239],{"type":18,"attrs":1240,"content":1241},{"textAlign":34},[1242,1248],{"text":1243,"type":22,"marks":1244},"Accredited investors: ",[1245,1247],{"type":129,"attrs":1246},{"color":773},{"type":38},{"text":1249,"type":22,"marks":1250},"Who want access to alternative and private fund opportunities.",[1251],{"type":129,"attrs":1252},{"color":773},{"type":18,"attrs":1254,"content":1255},{"textAlign":34},[1256],{"text":1257,"type":22,"marks":1258},"Who might not benefit as much:",[1259],{"type":129,"attrs":1260},{"color":773},{"type":809,"content":1262},[1263,1279,1295],{"type":812,"content":1264},[1265],{"type":18,"attrs":1266,"content":1267},{"textAlign":34},[1268,1274],{"text":1269,"type":22,"marks":1270},"Investors below the $1 million threshold: ",[1271,1273],{"type":129,"attrs":1272},{"color":773},{"type":38},{"text":1275,"type":22,"marks":1276},"The formal minimum makes the service hard to access unless the firm makes an exception. ",[1277],{"type":129,"attrs":1278},{"color":773},{"type":812,"content":1280},[1281],{"type":18,"attrs":1282,"content":1283},{"textAlign":34},[1284,1290],{"text":1285,"type":22,"marks":1286},"Very fee-sensitive investors: ",[1287,1289],{"type":129,"attrs":1288},{"color":773},{"type":38},{"text":1291,"type":22,"marks":1292},"Negotiable pricing and layered portfolio costs may be less appealing than simpler low-cost advisory models. ",[1293],{"type":129,"attrs":1294},{"color":773},{"type":812,"content":1296},[1297],{"type":18,"attrs":1298,"content":1299},{"textAlign":34},[1300,1306],{"text":1301,"type":22,"marks":1302},"Investors who want a very simple passive-only approach: ",[1303,1305],{"type":129,"attrs":1304},{"color":773},{"type":38},{"text":1307,"type":22,"marks":1308},"Avidian’s disclosed toolkit is broader and can include more complex strategies.",[1309],{"type":129,"attrs":1310},{"color":773},{"type":764,"attrs":1312,"content":1313},{"level":766,"textAlign":34},[1314],{"text":1315,"type":22,"marks":1316},"Avidian Wealth Solutions: Is it secure?",[1317,1319],{"type":129,"attrs":1318},{"color":773},{"type":38},{"type":18,"attrs":1321,"content":1322},{"textAlign":34},[1323],{"text":1324,"type":22,"marks":1325},"Yes, Avidian Wealth Solutions appears reasonably safe from an account-protection standpoint. ",[1326],{"type":129,"attrs":1327},{"color":773},{"type":18,"attrs":1329,"content":1330},{"textAlign":34},[1331],{"text":1332,"type":22,"marks":1333},"The firm is registered with the SEC. Client assets are held by independent third-party custodians, generally Charles Schwab, Fidelity, or Inspira Financial.",[1334],{"type":129,"attrs":1335},{"color":773},{"type":18,"attrs":1337,"content":1338},{"textAlign":34},[1339],{"text":1340,"type":22,"marks":1341},"Clients receive statements directly from the custodian, and the firm also describes cybersecurity controls and recommends multi-factor authentication for online access. Clients still bear normal market risk.",[1342],{"type":129,"attrs":1343},{"color":773},{"type":764,"attrs":1345,"content":1346},{"level":766,"textAlign":34},[1347],{"text":1348,"type":22,"marks":1349},"Avidian Wealth Solutions: Customer service",[1350,1352],{"type":129,"attrs":1351},{"color":773},{"type":38},{"type":18,"attrs":1354,"content":1355},{"textAlign":34},[1356],{"text":1357,"type":22,"marks":1358},"Avidian Wealth Solutions uses an advisor-led service model. Clients get ongoing contact with their advisory team, annual in-depth portfolio reviews, and online access to reporting and account information through Orion and their custodian portals.",[1359],{"type":129,"attrs":1360},{"color":773},{"type":18,"attrs":1362,"content":1363},{"textAlign":34},[1364],{"text":1365,"type":22,"marks":1366},"Clients also reach the firm by phone, via the contact form on the website, or by visiting office locations.",[1367],{"type":129,"attrs":1368},{"color":773},{"type":764,"attrs":1370,"content":1371},{"level":766,"textAlign":34},[1372],{"text":1373,"type":22,"marks":1374},"Avidian Wealth Solutions: Mobile app",[1375,1377],{"type":129,"attrs":1376},{"color":773},{"type":38},{"type":18,"attrs":1379,"content":1380},{"textAlign":34},[1381],{"text":1382,"type":22,"marks":1383},"Avidian Wealth Solutions does not clearly offer a dedicated mobile app. Clients mainly rely on Orion and their custodian’s portal instead.",[1384],{"type":129,"attrs":1385},{"color":773},{"type":764,"attrs":1387,"content":1388},{"level":766,"textAlign":34},[1389],{"text":1390,"type":22,"marks":1391},"Is Avidian Wealth Solutions worth it?",[1392,1394],{"type":129,"attrs":1393},{"color":773},{"type":38},{"type":18,"attrs":1396,"content":1397},{"textAlign":34},[1398],{"text":1399,"type":22,"marks":1400},"Avidian Wealth Solutions is an advisor-led wealth management service offering comprehensive financial planning, a team-based approach, and a strong focus on high-net-worth clients.",[1401],{"type":129,"attrs":1402},{"color":773},{"type":18,"attrs":1404,"content":1405},{"textAlign":34},[1406],{"text":1407,"type":22,"marks":1408},"It’s best suited to those who want ongoing, personalized advice and portfolio management within a single relationship.",[1409],{"type":129,"attrs":1410},{"color":773},{"type":18,"attrs":1412,"content":1413},{"textAlign":34},[1414],{"text":1415,"type":22,"marks":1416},"Key considerations 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She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This Avidian Wealth Solutions review outlines the firm’s advisor-led wealth management service, fees, account minimum, and overall client fit.",[],"avidian-wealth-solutions-review","discover/financial-advice/avidian-wealth-solutions-review",-6260,[],365590167,"bcb84385-66be-42b0-81bc-8e9cf5b56d35","2026-05-06T10:47:28.050Z",[],{"left":727,"top":727,"width":1569,"height":1569,"rotate":727,"vFlip":543,"hFlip":543,"body":1570},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1572,1575,1576],{"title":1573,"exact":558,"href":1574},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":1577,"disabled":558},"/discover/financial-advice/avidian-wealth-solutions-review",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1579},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1778403118543]