Ariadne Wealth Management, LP

Fee-Only (% of Portfolio)

Ariadne Wealth Management offers comprehensive wealth management services, including asset management, financial planning, and pension consulting. They work with individuals, families, and businesses to help them achieve their financial goals. Ariadne uses both data analysis and expert judgment to make investment decisions, considering each client's unique tax situation. They also offer bill pay services.

Assets Under Management$540M
Clients50
Advisors6
Avg. per Client$11M
Avg. per Advisor$90M

Fee Structure

Minimum Investment:$10M
Planning is included in investment management

Ariadne Wealth Management's fees for comprehensive wealth management are based on an individual fee schedule, but will not exceed 1.00% annually. Fees are calculated quarterly based on the average daily value of your account. Fees may be negotiable. They also offer account monitoring and reporting for assets not managed by Ariadne for an additional fee. Clients will incur transaction charges and fund expenses separately.

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Location

6 Advisors at this firm