Aldemar Research Corporation (ARC) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. ARC also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. ARC generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$89M
Clients79
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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