Aris Investing offers portfolio management and sub-advisory services to high-net-worth individuals, institutional clients, and financial advisors. Aris Investing uses its own software to provide access to investment strategies developed by third-party asset managers and strategies created by financial advisors. Aris Investing also offers direct indexing, allowing financial advisors to allocate client assets to index-based investment strategies.
Fee Structure
Aris Investing's standard annual fee for advisory and sub-advisory services typically ranges from 0.05% to 0.75% of the client's account value. The actual fee may vary and is subject to negotiation based on factors like the complexity of the investment strategy, the size of the account, and the scope of the advisory relationship. For sub-advisory arrangements, fees are negotiated with the financial advisor, not the end client.