Arta Finance Wealth Management provides an investment platform to help clients reach their financial goals. They offer tailored recommendations and investment strategies based on client information. Arta manages investments in public and private markets, including stocks, bonds, and alternative investments like private equity and venture capital. Arta uses proprietary algorithms, including AI and machine learning, to manage certain investment strategies. Clients can also meet with Arta's investment professionals for tailored advice.
Fee Structure
Arta Finance charges an asset-based fee for public market investments, which varies depending on the investment product:
- Robo-investing: 0.10% per year
- Micro-indexes: 0.10% per year
- Income Bonds: 0.20% per year
- High-Yield Cash Reserve: 0.20% per year
- Defensive Growth: 0.40% per year
- Direct Indexing: 0.50% per year
For alternative investments, Arta charges a fee typically between 0.50% to 0.90%, but may range up to 1% of the amount invested or committed capital. For derivative investments, Arta charges a fee typically 0.50% but may range up to 1% of committed capital. For listed options strategies, the Arta fee is 0.20% of the underlying equity position.