ARX Management specializes in managing Qualified Settlement Funds (QSFs) for attorneys and their clients. ARX acts as a fiduciary, aiming to preserve capital and generate income to offset claimant expenses and augment attorney fees. ARX customizes strategies for each settlement, focusing on risk management. ARX also offers settlement administration services and attorney/claimant services through strategic partners.
Assets Under Management$570M
Clients30
AdvisorsN/A
Avg. per Client$19M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.25% |
| $100.0M - $250.0M | 0.20% |
| $250M+ | 0.15% |
Fees may be negotiated based on the scope of services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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