Arlington Investment Advisors provides investment management and financial planning services to individuals, families, and small businesses. Services include financial planning, wealth management, portfolio analysis, asset allocation, retirement planning, and education planning. Arlington Investment Advisors manages portfolios mostly on a non-discretionary basis, but will consider discretionary management if initiated by the client.
Assets Under Management$24M
Clients41
Advisors1
Avg. per Client$590K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
The management fee is 0.25% for multiple employee 401(k) or SEP plans. Arlington Investment Advisors may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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