Arrowhead Investment Advisors, managed by Ashley Roth, focuses on equity and bond investments to achieve long-term growth and dividends for clients. They tailor portfolios to individual client needs and communicate regularly to adjust to changing circumstances. Arrowhead does not offer financial planning, quantitative analysis, insurance sales, or market timing.
Assets Under Management$43M
Clients34
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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