Arrien Investments offers investment advice tailored to each client's financial situation. Their main service, asset management, combines portfolio management with basic financial planning. They also offer standalone financial planning and consulting services. Arrien Investments monitors client accounts and makes changes as needed based on market conditions and changes in the client's financial situation.
Assets Under Management$230M
Clients449
Advisors3
Avg. per Client$500K
Avg. per Advisor$76M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$300
Arrien Investments charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 1.50% per year, depending on the size of your account. The fees are calculated on the average daily value of your account and charged quarterly.
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