Overview
- Headquarters
- Miami, FL
- Total Firm Assets
- $353 million
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
- Stated Minimum Account Size
- $5,000,000
Fee Disclosure
Source: AVORY & CO (2026-04-16) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Stated Minimum Annual Fee: $6,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 26.17%
- Number of High-Net-Worth Clients
- 41
- Total Client Accounts
- 125
- Discretionary Accounts
- 120
- Non-Discretionary Accounts
- 5
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 284812
- AVORY & CO (2026-04-16) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗