Arena Advisors LLC provides financial planning covering investments, insurance, taxes, retirement, college, and debt. It also manages investments through a wrap fee program where clients pay a single fee for management, transactions, and custody. Arena Advisors primarily recommends ETFs but may use other securities. Specific strategies depend on the client's situation and risk tolerance.
Assets Under Management$180K
Clients1
Advisors1
Avg. per Client$180K
Avg. per Advisor$180K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This is a wrap fee that includes investment advisory services and the execution of securities transactions within client accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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