Arizona Wealth Strategies provides ongoing asset management services to clients. They determine investment goals, time horizons, objectives, and risk tolerance to create investment strategies. Clients authorize Arizona Wealth Strategies to execute investment program transactions. Clients can impose restrictions on investing in certain securities. Agreements cannot be assigned without written client consent.
Assets Under Management$19M
Clients21
Advisors1
Avg. per Client$910K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.45% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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