Arjuna Capital offers investment advice and financial planning to individuals, high net worth individuals, charitable organizations, and businesses. Arjuna Capital manages investments on a discretionary basis, focusing on sustainable investment strategies related to climate solutions, economic opportunity, and healthy communities. Financial planning services address cash flow, retirement, and other long-term goals. Arjuna Capital also manages private investment funds.
Assets Under Management$600M
Clients180
Advisors3
Avg. per Client$3.3M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
Fees may be negotiated with each client on an individual basis, and may be different from Arjuna Capital’s stated fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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