Ariston Capital Management CORP
Assets Under Management
$11.2M
Number of Clients
5
Number of Advisors
2
Avg. Portfolio per Client
$2.2M
Avg. Managed per Advisor
$5.6M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Ariston Capital Management focuses solely on managing investment portfolios. Ariston allocates client assets into a diversified portfolio of stocks, convertible securities, or exchange traded funds. Ariston manages accounts on a discretionary basis, making all investment decisions without prior notice to the client. Ariston does not offer financial planning services.
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
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
WA, United States