Arc Advisory offers a digital investment platform to help clients reach their financial goals. The platform provides access to government-backed securities, mutual funds, and money market funds based on client preferences and risk tolerance. Arc Advisory provides initial and annual updated investment recommendations but does not accept discretionary authority over client assets, meaning clients make the final investment decisions.
Fee Structure
Arc Advisory offers investment advice through a wrap fee program. The wrap fee covers investment advisory, custodial, and brokerage services. The fee is between 0.05% and 0.60% annually, based on the value of your investments. The fee is charged monthly, based on the average daily market value of the assets in the month prior. Arc Advisory reserves the right to negotiate the wrap fee.