Aragorn Ltd. provides financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Aragorn manages investments primarily using mutual funds, exchange-traded funds, individual debt and equity securities, and options. The firm tailors its services to each client's individual needs, risk tolerance, and time horizon.
Assets Under Management$15M
Clients21
Advisors1
Avg. per Client$710K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.70% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Aragorn may negotiate a lower management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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