Aries Financial Navigators manages custom investment portfolios and provides comprehensive, ongoing financial planning for individuals and families. Aries Financial Navigators builds personalized investment strategies based on each client's specific financial goals, time horizon, and risk tolerance. In addition to investment management, Aries Financial Navigators covers retirement planning, tax planning and preparation, estate planning, cash flow and debt management, insurance analysis, and college savings strategies. The firm operates as a registered investment advisor based in Pennsylvania and is led by its founder, P. Ryan Kelly.
Assets Under Management$81M
Clients70
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees for amounts over $5,000,000 are negotiable. The minimum annual advisory fee is $6,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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