Aries Investments offers financial planning and investment management services. They create custom investment portfolios based on each client's goals, income needs, risk tolerance, and other factors. Aries Investments also promotes its unique “10-5” investment plan, which entails equity positions in Index ETFs. Clients open accounts with Charles Schwab for custodial services.
Assets Under Management$840K
Clients11
Advisors1
Avg. per Client$77K
Avg. per Advisor$840K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The maximum allowable fee that can be charged may not exceed .9 % of client assets under management on an annual basis. Fees may be discounted at the discretion of Aries Investments.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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