ARM Financial, led by Abraham R. McAllister, offers investment management services to individuals and families. Financial planning advice is included for investment management clients. The firm uses two primary investment strategies: a Leveraged Macroeconomic Strategy and an Index+ Strategy, both employing different methods of analysis and asset allocation. ARM Financial also manages a private investment fund, ARM Financial Opportunities Fund LP, for accredited investors.
Assets Under Management$49M
Clients60
Advisors1
Avg. per Client$820K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiated at the Firm's sole discretion
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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