Arrowstone Wealth provides ongoing investment management services to clients, creating personalized Investment Policy Statements (IPS) based on their objectives, risk tolerance, and time horizon. Arrowstone manages accounts with discretionary authority, using various securities like stocks, ETFs, and bonds. They also offer cash flow/debt management, retirement planning, and insurance reviews at no additional cost. Arrowstone's only income is from advisory fees.
Assets Under Management$41M
Clients43
Advisors1
Avg. per Client$960K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fee schedule is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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