Arbor Private Wealth provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. While clients can engage Arbor Private Wealth to provide investment management only services, the Firm generally provides clients with wealth management services which include a broad range of financial planning and consulting services as well as discretionary and/or non-discretionary management of investment portfolios.
Fee Structure
Arbor Private Wealth offers wealth management services for an annual fee based on the amount of assets under their management. This fee ranges from 0.375% to 1.25%, depending on the size and composition of your portfolio, the type and amount of services rendered, and the individual(s) providing the services. The fee is calculated quarterly, based on the average daily account balance.