AspenRidge Wealth Advisors (ARWA) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. ARWA creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), and individual securities. They also offer financial planning services covering investment, retirement, education, and insurance needs. ARWA may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$340M
Clients383
Advisors4
Avg. per Client$870K
Avg. per Advisor$84M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...