Arena Wealth Management (AWM) offers investment management based on your individual needs, creating a personalized investment plan. AWM advises on stocks, bonds, mutual funds, and ETFs. AWM also offers financial planning, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement planning, and tax strategies. AWM may recommend third-party professionals but doesn't receive compensation from them.
Assets Under Management$62M
Clients94
Advisors2
Avg. per Client$660K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$500K
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the last day of the billing period. The advisory fee is a blended tier. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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