OpenArc Corporate Advisory offers wealth management services including asset management and financial planning, tailored to individual client goals. They also provide financial planning and consulting services covering business planning, retirement, and estate planning. OpenArc offers retirement plan consulting and asset management to ERISA and non-ERISA plans. They may recommend third-party money managers and use Pontera to manage held-away accounts. OpenArc uses Dynasty Financial Partners for operational support.
Fee Structure
OpenArc Corporate Advisory's wealth management fees are capped at 1.75% annually, billed quarterly in advance. The fee is based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals over $100,000. Fees are negotiable and may be reduced by combining family member accounts. The firm may use Pontera to manage held away accounts, charging the same wealth management fee. The firm also uses Dynasty's TAMP services, and clients will be charged separate Third-Party Manager fees.