Arbor Capital Management offers investment management services on a discretionary basis, creating portfolios based on client goals and risk tolerance. They also provide financial planning and consulting services, including asset allocation and security selection recommendations. Arbor Digital, a division of Arbor, offers sub-advisory services for digital assets to other investment advisors and consulting services to digital technology platforms and custodians.
Assets Under Management$350M
Clients476
Advisors5
Avg. per Client$730K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are for traditional securities. Fees for digital securities are 1% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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