ARS Investment Partners offers investment management services for separately managed accounts and pooled investment vehicles. ARS also provides third-party advisor referral services and financial planning services at no additional charge. ARS tailors investment advice to each client's needs, considering their financial situation, goals, and risk tolerance. Educational seminars are also offered.
Fee Structure
ARS Investment Partners charges a percentage of your portfolio annually for investment management. The specific rate varies depending on the investment strategy and the amount invested.
For Separately Managed Accounts, fees range from 0.35% to 1.50% annually. Minimum account sizes apply and are negotiable.
For Pooled Investment Vehicles, fees are based on assets under management and/or performance, as detailed in the offering documents.