Aria Wealth Partners offers wealth advisory services that include financial lifestyle planning and investment management, tailored to each client's goals. They manage accounts with the authority to make trades without asking first. Aria Wealth also provides financial planning, addressing estate, tax, charitable, and wealth transfer objectives, coordinating with other advisors. They also offer retirement plan consulting services to employer plan sponsors.
Assets Under Management$110M
Clients89
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Advisory Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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