Arrowside Capital, LLC

Fee-Only (% of Portfolio)

Arrowside Capital provides portfolio and asset management services to investors on a discretionary basis. Arrowside deploys an actively managed investment strategy investing in change, focusing on small- and mid-capitalization companies. The firm's fees are negotiable.

Assets Under Management$21M
ClientsN/A
Advisors3
Avg. per Client$21M
Avg. per Advisor$21M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Typical asset management fees are up to 1% per annum of managed assets, while performance fees are generally 10% of the net capital appreciation in a Client’s account as of the close of each fiscal year. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm