Arlington Capital Management, operating as Arlington Wealth Management, offers wealth management and investment management services. The firm uses a systematic consulting process to understand clients' goals and implement solutions. Investment management involves placing client accounts in model portfolios based on risk tolerance and assets. Arlington combines quantitative models with qualitative research, seeking attractive risk-adjusted returns. They may recommend private placements and offer Lifetime Retirement Income Planning Services.
Assets Under Management$200M
Clients223
Advisors3
Avg. per Client$900K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.80% |
The minimum quarterly fee for Investment Management Services is $1,875. Certain legacy fee schedules may exist or be offered depending on client circumstances. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...