Asset & Retirement Management (ARM) offers investment management using the EQIS platform and Guggenheim, along with financial planning services. ARM helps clients determine their risk tolerance and creates diversified portfolios. Financial planning covers investments, cash flow, taxes, estate, insurance, retirement, education, and business planning. ARM may recommend investment opportunities like real estate investment trusts and 1031 exchange products. ARM also provides annuity managed services through Prudential.
Assets Under Management$6.5M
Clients58
Advisors1
Avg. per Client$110K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.95% |
| $500K - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.65% |
Fees are for the EQIS platform. For assets managed via Guggenheim, ARM charges 1% annually, assessed quarterly. Guggenheim also assesses its own separate fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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