ARD Advisory Services provides portfolio management, financial planning, and consulting services. Financial planning is offered through Impact Planning and ARD Private Client. ARD Business Advocates provides standalone consulting. Portfolio management is tailored to individual client goals and risk tolerance. ARD may direct clients to third-party investment advisors but will not review their ongoing performance.
Assets Under Management$60M
Clients156
Advisors2
Avg. per Client$380K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.27% |
| $250K - $500K | 1.18% |
| $500K - $750K | 1.03% |
| $750K - $1000K | 0.96% |
| $1.0M - $3.0M | 0.73% |
| $3.0M - $4.0M | 0.61% |
| $4.0M - $5.0M | 0.53% |
| $5.0M - $10.0M | 0.47% |
| $10M+ | 0.21% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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