American Retirement & Investment Strategies, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
American Retirement & Investment Strategies (ARIS) provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and business entities. ARIS offers services on a fee basis, including hourly and fixed fees, as well as fees based on the value of your portfolio. ARIS primarily allocates client assets among mutual funds, money market funds, exchange traded funds, individual debt and equity securities, and variable annuities.
Assets Under Management$96M
Clients213
Advisors2
Avg. per Client$450K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
American Retirement & Investment Strategies (ARIS) charges an annual fee based on a percentage of the market value of the assets they manage. This fee is calculated quarterly.
- For general investment management, the annual fee ranges from 0.50% to 1.60%.
- For retirement plan services, the annual fee ranges from 0.15% to 0.75%.
- For college plan accounts, the annual fee ranges from 0.25% to 0.30%.
- An additional 0.30% is charged for the Dynamic Portfolio strategy.
Loading...