ARROW Investment Management provides financial planning and investment management services. They create financial and retirement plans, develop risk-adjusted asset allocation models, and manage portfolios for individuals, corporations, and foundations. They offer various investment platforms and options, including wrap fee programs, and work with third-party investment advisors.
Assets Under Management$22M
Clients25
Advisors4
Avg. per Client$880K
Avg. per Advisor$5.5M
Fee Structure
ARROW Investment Management offers several investment management platforms with different fee structures:
- Advisor Managed Portfolios (Wrap Fee): Fees range up to 2.50% annually, including administrative and advisory fees. The specific rate depends on the amount you invest.
- Advisor Managed Portfolios (Non-Wrap Fee): Fees range up to 2.30% annually, plus separate transaction charges per trade.
- Model Portfolios Program: Fees range from 1.25% to 1.50% annually, depending on the amount you invest.
- SMA and UMA Program: Fees range up to 1.50% annually, including a platform fee and a manager fee. The platform fee varies based on the amount you invest.
These fees are negotiable.
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