Inside Arbitrage Advisors provides financial planning and investment management services to individuals and small businesses. They use a model-based approach to select stocks for client portfolios, primarily based on company fundamentals and event-driven factors. Financial planning services include family wealth mentoring, retirement planning, college education funding, and asset allocation. Client portfolios are customized based on individual investment objectives.
Assets Under Management$3.8M
Clients11
Advisors1
Avg. per Client$340K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable for client portfolios greater than $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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