Assets Under Management
$331.3M
Number of Clients
217
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$82.8M
Compensation
Fee-Only (AUM)
Arlen Capital provides investment management and wealth planning services. They use asset allocation planning software and model portfolios based on risk tolerance. They may also refer clients to third-party managers. Advice is not legal or accounting advice.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.3M | 1.05% |
| $1.3M - $2.8M | 0.93% |
| $2.8M - $5.0M | 0.88% |
| $5.0M - $10.0M | 0.82% |
| $10M+ | 0.71% |
Account balances will be aggregated based on household ID to determine appropriate discounts. Assets in those accounts not being charged a fee will not be aggregated.
117 Metro Center Boulevard, Suite 2006, Warwick, RI, 02886