Arbor Financial Services offers investment advice tailored to clients' needs and objectives. Arbor Financial manages investments with discretionary authority, meaning they can buy and sell securities without your prior approval. They may use model portfolios with varying risk tolerances. Arbor Financial also offers financial planning services, including advice on estate planning and insurance.
Fee Structure
Arbor Financial Services offers investment management through a wrap fee program and non-wrap fee management services. The annual fee is based on a percentage of the assets they manage and the type of investments (Equity & Balanced, Fixed Income, or Mutual Fund Allocation). The fee is calculated based on your initial account opening balance and is paid quarterly in advance. Fees may be negotiable in special circumstances.