Arbor Investment Management offers investment management services to individuals, trusts, and corporations. Arbor Investment Management directly manages client investment accounts and provides financial forecasting as part of its service. Arbor Investment Management is a fee-only firm and does not sell commissioned products. Clients maintain asset control through accounts at nationally known custodians.
Assets Under Management$160M
Clients96
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Separate cumulative fee schedules apply to Equities (1.00%), Mutual Funds (1.00%), and Fixed Income/Cash (0.50%). Arbor Investment Management may waive a portion of fees or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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