ARS Wealth Advisors Group provides ongoing investment management and financial planning services. Investment strategies are tailored to each client's goals. Financial planning covers investments, tax, retirement, education, insurance, and estate planning. ARS Wealth also offers tax preparation and consulting services. ARS Wealth is indirectly owned by investment vehicles affiliated with Clayton, Dubilier & Rice, LLC and Stone Point Capital LLC.
Assets Under Management$1.5B
Clients1,058
Advisors15
Avg. per Client$1.4M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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