Arista Advisory Group provides ongoing portfolio management, financial planning, and pension consulting services. Founded in 2016 and based in Albany, New York, the firm constructs personalized investment strategies using fundamental, quantitative, and modern portfolio theory approaches. Arista Advisory Group tailors portfolios based on each client's specific goals, risk tolerance, and time horizon, while also accommodating socially responsible investing preferences. The firm offers advice across a broad range of investments, including mutual funds, exchange-traded funds, equities, fixed income, real estate funds, annuities, and private placements. Clients receive regular quarterly portfolio reviews and reporting, and the firm operates as a fiduciary obligated to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are generally negotiable. Pension consulting services are charged at a flat annual rate of 0.25% of assets.