Arseneau Financial offers portfolio management services based on individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without prior permission. They also offer financial planning services, including investment, insurance, tax, estate, retirement, college, and debt/credit planning. Estate planning services are offered to ongoing financial planning and investment management clients.
Assets Under Management$42M
Clients49
Advisors2
Avg. per Client$860K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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