Arbor Family Wealth Advisors offers financial assessment services, comprehensive wealth management consulting, and wealth management project consultation. They review your financial situation, provide ongoing advice, and assist with implementing specific planning strategies. Arbor Family Wealth may refer clients to unaffiliated registered investment advisors for investment management services.
Fee Structure
Arbor Family Wealth Advisors offers ongoing consulting services for $25,000 to $75,000 per year, billed quarterly. This includes monitoring and consulting on tax planning, risk management, investment consulting, business continuity planning, and estate planning.
Arbor Family Wealth Advisors offers financial assessment services and project-based services for fees ranging from $25,000 to $50,000.