Arlen Capital offers investment management and wealth planning services. They start with an interview to understand your financial situation, goals, and risk tolerance. They use model portfolios based on risk tolerance and customize them to your specific needs. Arlen Capital may also recommend third-party investment managers to diversify your portfolio. They do not provide legal or accounting advice.
Assets Under Management$350M
Clients222
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$87M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.05% |
| $1.3M - $2.8M | 0.93% |
| $2.8M - $5.0M | 0.88% |
| $5.0M - $10.0M | 0.82% |
| $10M+ | 0.71% |
Account balances are aggregated based on household ID to determine appropriate discounts. Assets in those accounts not being charged a fee will not be aggregated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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