Comprehensive Wealth Management
in Bellaire

Avidian Wealth Solutions is a 100% employee-owned Registered Investment Advisor (RIA), which means the professionals serving clients have a direct stake in the firm’s long-term success. Unlike some financial institutions, Avidian does not have outside shareholders to satisfy or proprietary investment products to promote. This structure helps minimize potential conflicts of interest and allows advisors to focus on developing strategies tailored to each client’s unique goals, circumstances, and priorities.

In addition, Avidian offers a comprehensive wealth management experience that can include investment management, financial planning, estate planning coordination, tax planning guidance, risk management, family office services, and institutional consulting. By integrating these disciplines, the firm seeks to provide clients with a more coordinated and personalized approach to wealth management.

As a client, you can generally expect:

• A personalized financial strategy tailored to your goals
• Ongoing portfolio management and monitoring
• Regular communication and progress reviews
• Access to financial planning resources and guidance
• Coordination across multiple areas of wealth management, including investment, tax, estate, and risk planning considerations
• A relationship-focused approach that evolves as your needs change over time

Avidian emphasizes long-term partnerships and strives to provide clients with clarity, transparency, and proactive guidance throughout their financial journey.

To learn more about the firm’s client experience, visit our What to Expect page.

Advisory fees generally range from approximately 0.60% to 1.50% of assets under management, depending on factors such as account size, complexity, and the scope of services provided. These fees are negotiable and are designed to cover a comprehensive suite of wealth management services, which may include:

• Investment management
• Risk management
• Financial planning
• Estate planning coordination
• Tax planning guidance

For clients seeking standalone financial planning services, Avidian also offers consulting arrangements. Financial planning fees generally range from:

• $2,000 to $100,000 as a fixed fee, or
• $150 to $500 per hour for hourly engagements.

Because every client relationship is unique, actual fees may vary based on the specific services requested and the complexity of the engagement.

Prospective clients can review additional information regarding fees, services, and disclosures through our Investment Adviser Public Disclosure (IAPD) profile*.

*Investment advisory services are offered through Avidian Wealth Solutions, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory fees and services are subject to change. Please refer to Avidian’s Form ADV for current information and disclosures.