Arrowmark Asset Management, LLC

Fee-Only (% of Portfolio)

ArrowMark Asset Management provides investment management services primarily to ArrowMark Financial Corp (BANX), a closed-end investment company. ArrowMark may also offer advice on fixed income securities and, to a lesser extent, equity securities. ArrowMark tailors its advisory services to the individual needs and requests of its client. ArrowMark does not participate in wrap fee programs.

Assets Under Management$200M
Clients1
AdvisorsN/A
Avg. per Client$200M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

ArrowMark manages investments for ArrowMark Financial Corp. (BANX) and charges a management fee based on the value of BANX's managed assets. The fee is calculated and paid quarterly. The management fee is not negotiable.

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