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Donik Arabyan

4 Years of Experience
New York, NY

Donik Arabyan is a registered investment advisor at Papamarkou Wellner Perkin Advisors, based in New York, NY, with 4 years of industry experience. Donik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 113 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
113 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$357.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.50%

The above fee schedule applies to Growth, Growth and Income, and Dynamic Income Strategies. Fees are negotiable above $10,000,000. Natural Resource Tactical Opportunities Strategy: 1.00% plus 20% of net profits. Scalar Gauge Concentrated Software Equity Strategy: 0.50% plus 20% over a 6% hurdle.

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

430 Park Avenue, 17th Floor, New York, NY, 10022

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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
Papamarkou Wellner Perkin Advisors
September 2021 - Present · 4 yrs 8 mos
State Registrations1 state
NY
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.