ArborFi Advisors offers investment advisory services, including comprehensive portfolio management and financial planning. They work with clients to understand their financial situation, goals, and risk tolerance, then create a personalized financial plan and investment approach. ArborFi monitors and rebalances portfolios regularly. They may recommend exchange-traded funds, mutual funds, individual stocks or bonds, or other securities. ArborFi also provides financial planning services covering cash flow, debt management, investment analysis, retirement planning, and more.
Assets Under Management$150M
Clients101
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. A minimum annual fee of $10,000 applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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