Arista Wealth Management provides comprehensive financial planning, wealth coaching, and investment management services to individuals, high-net-worth clients, business owners, and retirement plans. The firm uses a passive, academic-based investing approach relying on modern portfolio theory, low-cost mutual funds, exchange-traded funds, and public securities. Arista also offers access to private real estate offerings through an affiliate, Arista Real Estate Manager. Clients can choose between discretionary management, where Arista makes trades on their behalf, or non-discretionary management. The firm offers two primary billing tracks: quarterly in advance for home office accounts and monthly in arrears for Utah branch accounts. Arista also utilizes a turnkey asset management platform for certain client accounts, which involves additional platform fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fee varies by client based on services provided and does not exceed 2.0% per annum. All fee arrangements are negotiable. Subject to a minimum annual fee of $5,000.
