Arthurs Wealth Management is a registered investment advisor offering both discretionary and non-discretionary portfolio management services. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy, potentially using model portfolios. They monitor portfolio performance and rebalance as needed. A complimentary financial plan is provided upon request for portfolio management clients.
Assets Under Management$95M
Clients129
Advisors1
Avg. per Client$740K
Avg. per Advisor$95M
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Fee Structure
Minimum Investment:$20K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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