ArcVest provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. ArcVest creates an Investment Policy Statement for each client to guide investment decisions. ArcVest generally invests in mutual funds, equities, bonds, ETFs, and government securities. ArcVest requests authority to make trades without asking first.
Assets Under Management$56M
Clients33
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 0.40% |
| $4.0M - $20.0M | 0.25% |
| $20M+ | 0.10% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...