Ardenwood Advisors offers a Family Wealth Program that includes investment management, financial planning, and administrative services. Investment management involves managing a variety of investments, including stocks, bonds, ETFs, and alternative investments. Financial planning covers tax, legacy, philanthropic, and retirement planning. Administrative services include client reporting and consolidated reporting on non-advisory assets.
Fee Structure
Ardenwood Advisors' Family Wealth Program charges a maximum annual fee of 2.00% of the value of your portfolio. The exact fee is negotiable and depends on the size of your account, the complexity of your investments, and the time and travel required. Fees are billed quarterly in advance. For the initial quarter, fees are billed after the quarter ends.