Arlen Wealth Management offers investment advice to individuals, trusts, estates, and charitable organizations. Arlen creates a personalized investment policy for each client based on their objectives and risk tolerance. Arlen uses fundamental and technical analysis to select investments, including stocks, bonds, and money market instruments.
Assets Under Management$63M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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