ARIS Capital Strategies offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements for each client. Financial planning services cover investments, insurance, taxes, retirement, college, and debt. ARIS primarily recommends capital appreciation/growth/value using a blend of low cost ETFs and mutual funds.
Assets Under Management$8M
Clients25
Advisors2
Avg. per Client$320K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.5M | 0.70% |
| $1.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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