ARX Private Wealth offers investment management and financial planning services. Investment management is discretionary, meaning ARX can make trades without client approval. Financial planning services range from broad-based to single-subject planning. ARX also offers family office and wealth planning services to help clients organize their finances and plan for wealth transfer. ARX primarily advises on ETFs, equities, and bonds.
Assets Under Management$110M
Clients27
Advisors5
Avg. per Client$4.2M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The greater of $10,000 or 1% on the first $2,000,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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