Arc Element Wealth Design offers ongoing investment management based on your financial situation, investment goals, and risk tolerance. They also provide financial planning services, including written financial plans covering specific or multiple topics. You are responsible for implementing any financial planning recommendations. Arc Element may recommend sub-advisors to manage a portion of your assets.
Assets Under Management$30M
Clients21
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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