Arcwood Financial, LLC offers portfolio management for individuals, financial planning, and retirement plan consulting services. For individual portfolio management, Arcwood Financial partners with a third-party sub-advisor, Alphastar Capital Management, to build and manage risk-based investment models using mutual funds, fixed income securities, exchange-traded funds, real estate funds, and insurance products including annuities. Arcwood Financial also offers standalone financial planning services covering areas such as investment planning, tax concerns, retirement planning, college savings, and debt management. Additionally, the firm provides discretionary and non-discretionary retirement plan consulting and fiduciary services to employer-sponsored retirement plans and their participants.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
Combined fee includes both Arcwood Financial's fee and a 0.30% sub-advisor fee paid to Alphastar Capital Management. Clients are also assessed a $50 annual administrative fee by the sub-advisor. A negotiated fixed annual fee rate not exceeding 1.30% may apply.