Arroyo Investment Group provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Arroyo Investment Group focuses on helping clients determine financial objectives, manage cash flow, plan for retirement, and fund education. The firm builds tailored investment portfolios primarily using no-load mutual funds, stocks, and bonds based on each client's specific goals and risk tolerance. Arroyo Investment Group operates as a fee-only advisory firm, meaning they do not sell commission-based products like insurance or annuities. Investment advice is provided primarily on a discretionary basis, allowing Arroyo Investment Group to execute trades on behalf of clients under a limited power of attorney.
Fee Structure
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.