AR
CFA
AR
CFA

Arden Rodgers

6 Years of Experience
New York, NY

Arden Rodgers is a CFA-designated registered investment advisor at Arbus Capital Management, LLC, based in New York, NY, with 6 years of industry experience. Arden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 29 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
29 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$122.2M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+0.75%

Fees are negotiable based on ArbusCM's business decision, services provided, and client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Arbus Capital Management, LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Arbus Capital Management, LLC
October 2008 - December 2009 · 1 yr 2 mos
State Registrations3 states
NYTXWV
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Arden Rodgers - Financial Advisor | TrueAdvisor