ArrowMark provides investment management to high-net-worth individuals and institutions like trusts, estates, and foundations. ArrowMark uses research and an opportunistic approach to invest in things like fixed income, equity, and debt. For individual clients, ArrowMark works to understand their goals and creates an investment plan. ArrowMark also manages investments for collateralized loan obligations, limited partnerships, and mutual funds, but the advice is given to those entities, not the individual investors.
Fee Structure
ArrowMark manages investments for individual clients (separate accounts) and charges a fee based on the amount of assets they manage. This fee ranges from 0.20% to 1.00% per year, depending on the investment strategy and the size of the account. The fee is calculated and charged quarterly. Trading costs and custodial fees are separate. Fees may be lower or waived for certain clients based on factors like the investment strategy or the amount of assets managed.