Artham Advisors manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Clients work with Artham to select specific areas to cover in their financial plan. Artham also provides employee benefit plan services to employer plan sponsors.
Assets Under Management$22M
Clients28
Advisors1
Avg. per Client$770K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable. In some cases, Artham may set a fixed flat fee for investment management that is lower than the standard fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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