Arrow Wealth Advisory offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Arrow creates an Investment Policy Statement for each client to guide investment decisions. Arrow generally invests in mutual funds, fixed income, real estate funds, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities, venture capital funds and private placements. Clients can impose restrictions on investments, but Arrow reserves the right to end the relationship if restrictions hinder service.
Fee Structure
Arrow Wealth Advisory charges a fixed fee based on the complexity and scope of the advice provided. This includes factors like the number of legal entities, asset classes, non-managed accounts monitored, client goals, and family situation.