ARTAIS Capital Management provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They offer model portfolios based on their research. ARTAIS Capital also provides project-based financial planning services covering retirement, risk management, college savings, and cash flow planning. Clients can impose restrictions on investments based on their values.
Assets Under Management$14M
Clients39
Advisors1
Avg. per Client$360K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
ARTAIS Capital Management charges a maximum fee of 2% of your portfolio per year for investment supervisory services. The fee is negotiable. The custodian may also charge an annual per-account fee. Fees are paid monthly in advance or arrears. You can terminate your account with written notice and receive a prorated refund.
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