Arrowroot Family Office offers investment advisory services, including wealth management, asset allocation, and financial planning. AFO invests client funds in stocks, bonds, mutual funds, and ETFs. AFO also provides financial consulting services, tax preparation, and educational seminars. AFO offers a discount to veterans and military personnel.
Assets Under Management$370M
Clients1,433
Advisors15
Avg. per Client$260K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30M+ | 0.75% |
In the Adviser’s discretion, accounts may be charged lower rates than stated in the above fee schedule and smaller accounts (under $500,000) may be charged a higher fee rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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