Arboretum Investment Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Arboretum Investment Advisors manages alternative investment funds, specifically public direct participation programs and private funds like the Arboretum Silverleaf Income Fund and Arboretum Core Asset Fund. The firm builds portfolios consisting of business-essential hard assets, equipment leases, and loans to generate consistent cash flow and risk-adjusted returns. Arboretum Investment Advisors operates exclusively as a fund manager and does not provide investment advisory services or portfolio management directly to individual retail investors. Individuals interested in participating in the funds must consult their own investment professionals to determine suitability.

Assets Under Management$15M
Clients2
Advisors2
Avg. per Client$7.3M
Avg. per Advisor$7.3M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2 Advisors at this firm

Arboretum Investment Advisors, LLC - Fees, AUM & Advisors | TrueAdvisor