Arbor Wealth Management provides investment management through its Advisor Managed Portfolios program, using asset allocation planning software. They construct portfolios based on your risk tolerance, investment objectives, and financial situation. Portfolios may include mutual funds, exchange traded funds, stocks, and bonds. Arbor also offers financial planning services, including reviews of your financial circumstances and goals, and can provide recommendations for actions you can take.
Assets Under Management$100M
Clients240
Advisors4
Avg. per Client$440K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $25.0M | 0.70% |
| $25M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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