Assets Under Management
$84.6M
Number of Clients
192
Number of Advisors
2
Average Client AUM
$440K
AUM per Advisor
$42.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Arrow Wealth Advisors offers financial planning, ERISA plan services, and discretionary asset management. Financial planning covers various topics, including estate plans, investments, taxes, and retirement income. Asset management involves determining investment goals, risk tolerance, and objectives. They also use Betterment platform.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The annual fee may be negotiable based upon certain criteria.
115 S. Church St. Suite D, Grass Valley, CA, 95945