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Sarah Elizabeth McIvor

Avion Wealth

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About Sarah Elizabeth McIvor

Sarah McIvor is an Investment Advisor Representative at Avion Wealth, a firm based in THE WOODLANDS, TX. Sarah McIvor has been in the industry since April 2014 and is registered with Texas. Sarah McIvor specializes in financial planning and portfolio management for individuals.

Firm Information

Sarah McIvor is currently registered with Avion Wealth. Avion Wealth is a registered investment advisor headquartered in THE WOODLANDS, TX. They advise individuals and high-net-worth individuals. The firm manages approximately $780,349,511 in regulatory assets under management for 2,039 clients.
Avion Wealth

2829 TECHNOLOGY FOREST BOULEVARD

THE WOODLANDS, TX 77381-3913

$780.35M

Assets Under Management

1

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sarah McIvor’s Registration & Firm History

TX

01/16/2015 - Present

Avion Wealth (THE WOODLANDS TX)

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Licenses & Designations

IA

Issued 08/15/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Elizabeth McIvor.
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