Arc Asset Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Arc creates an Investment Policy Statement for each client. Arc also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Arc may choose third-party investment advisors to manage client assets.
Assets Under Management$23M
Clients8
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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