ARS Wealth Advisors Group manages investment portfolios and provides comprehensive financial planning for individuals, high-net-worth individuals, trusts, and estates. The firm focuses on building diversified portfolios using domestic and international stocks, bonds, exchange-traded funds, mutual funds, certificates of deposit, and money market funds. ARS Wealth tailors its services to individual client needs, allowing reasonable restrictions on accounts and accommodating special situations like low-basis stock or legacy holdings. In addition to investment management, ARS Wealth offers ongoing financial planning covering retirement, tax planning, education, insurance, and estate planning (utilizing third-party services like Trust & Will), as well as tax return preparation and consulting. ARS Wealth is a subsidiary of Focus Financial Partners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are potentially negotiable. Legacy assets from Holloway Wealth Management are billed in arrears at 1.5% on the first $1 million and 0.50% above $1 million.