Arrowhead Asset Management (AAM) provides investment management services to individuals, families, and small businesses. AAM offers portfolio management on a discretionary basis. AAM evaluates a client's financial condition and risk tolerance to tailor its securities recommendations to meet the client's investment objectives and individual needs. Clients can impose restrictions on investing in certain securities or types of securities.
Assets Under Management$45M
Clients73
Advisors1
Avg. per Client$620K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees may be negotiable based on client longevity or for select friends, employees, and family.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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