Arbalpha

Fee-Only (% of Portfolio)

ArbAlpha Capital provides financial planning, consulting, and investment management services to individuals, trusts, and estates. They offer access to technology platforms for portfolio analysis and advice on investments. Investment recommendations are based on client-provided information, and clients are responsible for informing ArbAlpha of any changes in their financial situation.

Assets Under Management$120M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are negotiable and may be waived or discounted for certain clients, employees, and family members.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Arbalpha | TrueAdvisor