Arbor Trust offers customized investment solutions, including continuous client contact, financial planning, and discretionary portfolio management. They work with clients to identify goals, risk tolerance, and financial situations to create a portfolio strategy using individual securities, mutual funds, and ETFs. In limited instances, Arbor Trust offers stand-alone financial planning and consulting services.
Assets Under Management$610M
Clients441
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees may be negotiable. For 403(b) accounts: Up to $1,000,000: 0.70%, Above $1,000,000: 0.60%. Minimum relationship fee of $5,000 applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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