Aries Wealth Management offers asset management and comprehensive portfolio management services, including financial planning or consulting. They also provide retirement plan consulting to employer plan sponsors. Investment strategies are tailored to client needs and goals. The firm does not offer wrap fee programs.
Assets Under Management$530M
Clients203
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.75% |
These fees apply to the Asset Management service. The Comprehensive Portfolio Management service has a different fee schedule: 1.35% on assets from $250,000 to $1,000,000 and 0.85% on assets over $1,000,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...