ArcPoint Financial Advisors provides 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 portfolio. ArcPoint also offers financial planning services, including full financial plans and consulting on specific financial topics. They also provide services to retirement plans.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable based on various criteria. Altruist LLC charges an additional annual fee which ranges between 0.00% and 1.00% when AFA participates in Altruist LLC’s Model Marketplace.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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