Arroit Services Inc is an investment management firm that provides customized investment management services to individuals, high net worth clients, trusts, estates, and small businesses. Arroit Services Inc assists clients in investment management and determination of financial objectives. The firm manages client portfolios on a discretionary basis, making buy, sell, and hold decisions using its asset allocation methodology. The firm invests client assets in various sectors and securities, including mutual funds, ETFs, stocks, bonds, treasuries, options, and exchange-traded real estate investment trusts.
Assets Under Management$76K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$76K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Arroit will not charge more than 2% in aggregate for family members living in the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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