Arnhold LLC

Fee-Only (% of Portfolio)

Arnhold LLC is an investment advisory firm that focuses on preserving and growing client wealth. They offer investment management services, including developing asset allocation strategies, selecting investment managers, and providing ongoing portfolio review. Arnhold also assists with family governance, philanthropic strategies, tax coordination, document management, and expense management. They manage affiliated private investment funds and separate accounts, and may invest client assets in third-party managed funds.

Assets Under Management$5.2B
Clients91
Advisors2
Avg. per Client$58M
Avg. per Advisor$2.6B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $20.0M0.75%
$20.0M - $50.0M0.50%
$50M+0.25%

Separate Accounts can be subject to minimum annual fees in Arnhold’s discretion. Certain Clients or strategies do not have standard fee schedules but are individually negotiated based on a variety of factors. We reserve the right to negotiate fees and we manage certain accounts without an advisory fee, such as accounts of employees, employees’ affiliates’ or their relations.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm