Arena Wealth Advisors offers investment management and financial planning services to individuals, high net worth individuals, charitable organizations, and businesses. Investment management is tailored to client goals and risk tolerance. Financial planning covers various aspects like retirement, taxes, and estate planning. Arena Wealth Advisors also provides limited scope fiduciary services to retirement plans.
Assets Under Management$53M
Clients56
Advisors1
Avg. per Client$940K
Avg. per Advisor$53M
www.arenawealthadvisors.com ·www.facebook.com/profile.php?id=61566580624675 ·www.linkedin.com/company/arena-wealth-advisors-llc
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
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 negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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