ArborStone Financial offers customized wealth management services, which include discretionary investment management and comprehensive financial planning. ArborStone Financial works closely with clients to understand their investment goals, risk tolerance, and financial situation to build tailored portfolios primarily using exchange-traded funds, low-cost mutual funds, and individual stocks and bonds. In addition to portfolio management, ArborStone Financial provides financial planning covering retirement, personal savings, education savings, and insurance needs, as well as estate planning coordination through a third-party technology platform. The firm serves individuals, high-net-worth individuals, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable at the sole discretion of the firm. Certain legacy clients may be charged different rates.