Arrowpoint Asset Advisors offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Financial planning is included with portfolio management services and may include investment planning, life insurance, tax concerns, retirement planning, college planning, estate planning, and debt/credit planning. Arrowpoint Asset Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are generally negotiable. If a portion of a client’s portfolio is invested in a proprietary strategy, that portion will be subject to an assets-under-management fee specific to the strategy, in addition to the fee schedule described above.