Arman James Investments invests in stocks and ETFs they believe are undervalued. They use an options strategy depending on each account's risk profile. They aim to achieve high returns with low volatility. They customize portfolios based on your financial profile and risk tolerance, and invest their own money in the same securities.
Assets Under Management$26M
Clients135
Advisors1
Avg. per Client$190K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee is 2% for non-accredited investors. For accredited investors (net worth over $1,500,000 with spouse), the management fee is 1% plus a performance fee of 20% of returns exceeding 4% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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