Arrow Investment Mgmt. is a registered investment advisor that provides ongoing investment management services. Arrow Investment Mgmt. designs portfolios to target individual client objectives, taking risk tolerance into account. The firm generally invests in publicly traded securities, mutual funds, and cash. Arrow Investment Mgmt. is granted full discretionary authority to invest in any securities deemed appropriate, but considers specific client preferences.
Assets Under Management$1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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