Ariston Services Group offers financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, charities, corporations, and business entities. Financial planning covers areas like net worth, cash flow, investments, taxes, retirement, insurance, estate planning, and education funding. Investment management involves setting goals and making ongoing adjustments. Hourly planning is also available for limited advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
The Firm, at its discretion could on occasion discount the fees. Accounts within the same household may be combined for a reduced fee. Some clients have individually-negotiated flat fee structures that are not based on assets under management and, in certain circumstances, result in clients paying fees that are higher or lower than those referenced above.