Arbor Investment Advisors offers investment advisory services on a discretionary or non-discretionary basis, charging a fee based on a percentage of the value of the assets they manage. They also provide financial planning and consulting services for a flat fee. Arbor uses exchange traded funds, mutual funds, and individual securities to build portfolios based on Modern Portfolio Theory. They may recommend independent managers for a portion of client assets. Arbor does not vote client proxies.
Assets Under Management$1.1B
Clients426
Advisors4
Avg. per Client$2.5M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees negotiable for balances above $15,000,000. For clients with less than $1,000,000, the advisory fee is 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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