Artura Wealth, LLC offers investment management services, tailoring advice to individual client needs and objectives. They manage portfolios with discretionary authority, potentially using model portfolios with varying risk tolerances. Clients can restrict investment types, but this may limit model options. Artura Wealth may recommend third-party money managers, monitored to align with client goals. The firm invests in mutual funds and exchange-traded funds.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Related accounts may be combined to meet fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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