Araglan Capital Management offers investment management and financial planning services. For investment management, they create and manage portfolios based on clients' individual needs and goals. Financial planning involves a comprehensive evaluation of a client's financial situation, covering areas like taxes, investments, insurance, retirement, and estate planning. They also provide general non-securities advice on tax, budgetary, estate, and business planning.
Assets Under Management$24M
Clients32
Advisors1
Avg. per Client$750K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.5M | 1.00% |
| $3.5M - $10.0M | 0.75% |
| $10M+ | 0.40% |
These rates apply to equity investments. For fixed income investments, the annual fee is 0.40% on the first $500,000 and 0.25% on amounts over $500,000. A minimum annual fee of $1,000 is required for investment management services. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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