Arbor Wealth Advisors creates and manages investment portfolios based on clients' goals. They typically use mutual funds and exchange traded funds (ETFs), and may use model portfolios. Arbor Wealth also offers financial planning and consulting services billed hourly or as a fixed fee. They may recommend a third-party fixed income manager for clients with fixed income portfolios.
Assets Under Management$660M
Clients66
Advisors1
Avg. per Client$10M
Avg. per Advisor$660M
Fee Structure
Investment management only (planning not offered)
Arbor Wealth charges a fixed annual retainer fee for investment management services, invoiced quarterly in advance. The fees range from $8,000 to $50,000 per year, depending on the complexity of the services. These fees may be negotiable.
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