The Aranda Group Advisors, LLC provides investment management and comprehensive financial planning services to individuals, families, trusts, and businesses. Founded in 2019 and managed by Steven Rosenberg, the firm typically begins client relationships with a financial planning phase to establish a personalized financial blueprint covering cash flow, risk management, investments, tax strategies, retirement, and estate planning. Asset management services are then tailored to these goals and can be provided on a discretionary basis—where the firm makes trades on your behalf—or a non-discretionary basis, requiring your approval first. The firm also offers Unified Managed Accounts using model portfolios and third-party managers overseen by an overlay manager. Additionally, the firm's affiliate, The Aranda Group Inc., provides family office services such as bill pay.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally 2.00% per annum and are negotiable based on account size, asset structure complexity, and other unique factors. Unified Managed Accounts also generally charge 2.00% per annum, which includes overlay manager and third-party manager fees.