ARIA Wealth Management is a fee-based registered investment advisor. They manage investments for individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. ARIA also offers financial planning services, with fees depending on the complexity of the plan. They may use third-party money managers or sub-advisors.
Assets Under Management$120M
Clients255
Advisors6
Avg. per Client$480K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
ARIA Wealth Management's fees are based on a percentage of the value of your portfolio. The annual fee rate may be negotiable. The maximum fee is 2.00%. Fees are deducted from client accounts at the beginning of each month or quarter.
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