FinArc Investments offers personalized investment advisory services, including money management, pension consulting, financial planning, and general consulting. For money management, FinArc provides continuous asset management with discretion to make investment decisions. Financial planning services range from broad-based planning to single-subject consultations. FinArc does not participate in wrap fee programs and offers advice on various investments, including equities, bonds, and ETFs.
Assets Under Management$170M
Clients97
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000. For mutual fund portfolios, the fee is 0.75% on the first $1,000,000, 0.50% on the next $2,000,000, and negotiable for amounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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