Arcus Foundation Management (AFM) is an investment advisory firm that provides investment advice using mutual funds, exchange-traded funds (ETFs), stocks, bonds, hedge funds, limited partnerships, and separate account management. AFM works with clients to understand their goals, risk tolerance, and time horizon to develop an investment plan. Clients may authorize AFM to enter into agreements with unaffiliated investment managers (sub-advisers) for investment advisory services.
Assets Under Management$2.1B
Clients435
Advisors6
Avg. per Client$4.9M
Avg. per Advisor$350M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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