Ariston Advisors creates investment model portfolios using equity securities and ETFs. Clients open brokerage accounts with FOLIOfn (Goldman Sachs affiliate) and invest in models that align with their goals. Ariston does not customize model portfolios but may suggest allocating assets across multiple models for diversification. Ariston also provides research reports and equity lists for other investment advisors to use.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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