Avaii Wealth Management, Llc
2101 N CASALOMA DR, Appleton, Wisconsin 54913
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
the Advisor’s fee and the Independent Manager’s fee, will not exceed 1.55% annually. Retirement Plan Advisory Services Fees for 3(21) and 3(38) retirement plan advisory services are charged an annual asset-based fee of up to 1.25%, billed in advance, pursuant to the terms of th
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.