Arion Wealth Management is a registered investment advisor founded in 2026 and owned by William Carbonell. The firm provides discretionary asset management services tailored to individual investment goals, risk tolerances, and time horizons. Investment strategies are built using fundamental and technical analysis to construct diversified portfolios. Arion Wealth Management does not require a minimum amount of money to open or maintain an account, making its services accessible to individuals starting with smaller portfolios. In addition to managing investments, William Carbonell maintains a primary career as an engineer, spending the majority of his professional time in that field while operating the advisory firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.22% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
Fees are negotiable based on factors such as historical relationships, asset types, and anticipated future assets.