Arbus Capital Management (ArbusCM) is a registered investment advisor that offers investment management and financial planning services. ArbusCM manages client portfolios using a disciplined, low-cost approach, primarily using exchange-traded funds (ETFs). ArbusCM also provides one-time investment account reviews and financial planning services to help clients determine if their assets and income will meet their financial goals.
Assets Under Management$120M
Clients29
Advisors1
Avg. per Client$4.2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are negotiable based on ArbusCM's business decision, services provided, and client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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