Arena Wealth Advisors offers personal investment management and comprehensive financial planning services. The firm builds customized investment portfolios using mutual funds, exchange-traded funds, stocks, and bonds based on each client's specific goals, time horizon, and risk tolerance. In addition to managing portfolios, Arena Wealth Advisors provides comprehensive financial plans covering retirement strategies, cash flow analysis, tax reduction planning, risk management, education funding, and estate preservation. The firm works primarily with individuals, high net worth clients, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees for assets over $5,000,000 are negotiable. The entire portfolio is charged the same flat percentage rate based on the total tier reached.