Artura Wealth is a registered investment advisor based in Glastonbury, Connecticut, offering discretionary portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Founded in 2025 and owned by David E. Connelly, Jr., Artura Wealth tailors its investment advice to each client's specific needs, objectives, risk tolerance, and time horizon. The firm primarily utilizes mutual funds, exchange-traded funds, and money market funds, often applying Modern Portfolio Theory and long-term purchasing strategies. Artura Wealth manages client portfolios using internal model portfolios spanning various risk levels. Clients retain the ability to place specific restrictions on certain securities or types of securities within their accounts. Artura Wealth also has the capability to recommend third-party money managers when appropriate for a client's situation. The firm emphasizes a personalized approach while operating independently, utilizing custodians to maintain client accounts and execute trades.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are billed monthly in advance. Related accounts may be combined to meet fee breakpoints upon request.