Arven Wealth Management offers investment management services where they manage your investments based on your goals and risk tolerance. They may also hire other investment advisors to manage parts of your account. Arven Wealth Management also provides services to retirement plans, helping plan sponsors with their investment decisions. As an investment advisor, Arven Wealth Management is legally required to act in your best interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. Clients may pay additional fees of up to 0.50% if a sub-advisor is used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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