Fletching Arrows Wealth Management LLC
Fletching Arrows Wealth Management is a financial planning and investment management firm. It offers investment management services through OPS Orion Portfolio Solutions, where Fletching Arrows can either directly manage client assets or select money managers. The firm also provides financial consulting services covering various topics like legacy planning, investments, and tax planning. Seminars and workshops are offered for public education on investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.20% |
| $50K - $100K | 1.10% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee. In addition to Fletching Arrows' fees, OPS charges administration fees (0.10% to 0.35%) and account maintenance fees ($25 or $75 annually). Strategist fees (0.0% to 0.50%) may also apply when Fletching Arrows does not directly manage the assets.