| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.3M | 1.05% |
| $1.3M - $2.8M | 0.93% |
| $2.8M - $5.0M | 0.88% |
| $5.0M - $10.0M | 0.82% |
| $10M+ | 0.71% |
Account balances will be aggregated based on household ID to determine appropriate discounts. Assets in those accounts not being charged a fee will not be aggregated.
117 Metro Center Boulevard, Suite 2006, Warwick, RI, 02886
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Adam is a board member for Metro East Office Park Condominium, VP of Arlen Corporation (selling non-variable life insurance), an advisor for Arlen Capital LLC, and owner of Arlen Realty. He dedicates full-time hours to Arlen Capital LLC and about 10-20% of his time to Arlen Corporation.