Arroyo Investment Group offers personalized financial planning and investment management. Advice covers financial objectives, problem identification, cash flow, investment management, education funding, and retirement planning. Arroyo Investment Group is a fee-only firm and does not sell commissioned products. The firm manages investments mostly on a discretionary basis and does not act as a custodian of client assets.
Assets Under Management$250M
Clients330
Advisors8
Avg. per Client$760K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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