Arbor Wealth Management (AWM) provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. AWM creates an investment policy statement and constructs a plan to select a portfolio that matches your situation. AWM also offers financial planning, including insurance, cash flow, long-term care, charitable gift, income tax, social security, education, and stock option planning. AWM primarily recommends stocks and low-cost ETFs.
Assets Under Management$110M
Clients106
Advisors2
Avg. per Client$1M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
These fees are for Custom Management. For ETF Models, the fees are: $0-$2.5M: 0.85%, $2.5M-$5M: 0.50%, $5M+: 0.40%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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