Arrow Investment Management offers portfolio management tailored to individual client goals, including investment strategy, asset allocation, and risk tolerance. They also provide financial planning covering investments, insurance, taxes, retirement, college, and debt. Estate planning services are offered, with referrals to a third-party attorney. Arrow Investment Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities, although Arrow Investment Management primarily recommends custom ETF portfolios.
Assets Under Management$59M
Clients150
Advisors1
Avg. per Client$390K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.95% |
| $300K - $700K | 0.85% |
| $700K - $1.3M | 0.75% |
| $1.3M - $2.0M | 0.65% |
| $2M+ | 0.55% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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