Ariston Capital Management focuses solely on investment management, specifically a Growth Program that invests in a diversified portfolio of stocks, convertible securities, and exchange-traded funds. Ariston manages accounts on a discretionary basis, making all investment decisions without prior notice to clients. Ariston does not offer financial planning services.
Assets Under Management$8.9M
Clients4
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.85% |
| $150K - $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Fees can be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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