Arden Wealth Management offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. The firm creates an Investment Policy Statement for each client. Financial planning services may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Arden Wealth Management generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$16M
Clients17
Advisors1
Avg. per Client$940K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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