AR Asset Management (ARAM) offers investment management services, allocating client assets among individual debt and equity securities, options, mutual funds, and exchange-traded funds. ARAM tailors its services to individual client needs, considering risk tolerance and time horizon. Clients are advised to promptly notify ARAM of any changes in their financial situation or investment objectives. ARAM may also recommend investments in private placement securities to accredited investors.
Fee Structure
AR Asset Management provides investment management services for an annual fee based on the value of your portfolio. The annual fee generally ranges between 0.50% and 1.00%, but can range from 0.10% to 1.50%, depending on the amount you invest and the type of services you need. ARAM also offers fixed-fee arrangements for investment management services. These fees do not include brokerage commissions or other transaction fees.