Viden Arbor Capital manages investment accounts and provides consulting services. They work with clients to determine their financial goals, risk tolerance, and time horizon, then create and manage investments based on that plan. They primarily invest in stocks, bonds, ETFs, and corporate bonds. Consulting services are also available on specific topics like estate planning and retirement planning.
Assets Under Management$180M
Clients21
Advisors1
Avg. per Client$8.6M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm may negotiate a flat fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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