PortfolioArc specializes in managing money for clients using stocks, bonds, exchange-traded funds, mutual funds, and options. They tailor their advice to each client's risk tolerance and goals. PortfolioArc does not participate in wrap fee programs. They manage investments on a discretionary and non-discretionary basis.
Assets Under Management$30M
Clients27
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.58% |
| $300K - $750K | 1.48% |
| $750K - $2.0M | 1.38% |
| $2.0M - $5.0M | 1.28% |
| $5M+ | 1.18% |
Fees are negotiable in unique circumstances. Strategic Index-Hedged Platform fee is 1.88%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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