Aries Wealth Management, LLC is a registered investment advisor based in Portland, Maine, offering asset management, comprehensive portfolio management, and retirement plan consulting. Founded in 2015 and owned by Jason Viola, the firm designs personalized investment portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and other public and private securities. Portfolios are continuously monitored and reviewed at least quarterly, with rebalancing performed as needed to align with client goals and risk tolerance. The comprehensive service includes both investment management and financial planning. Clients can place reasonable restrictions on the types of securities held in their accounts. The firm emphasizes a personalized approach tailored to individual needs while also providing retirement plan consulting for employer-sponsored plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 0.85% |
Rates shown are for Comprehensive Portfolio Management, which includes financial planning. Standalone Asset Management rates are 1.25% up to $1M and 0.75% over $1M. Fees are negotiable.