Arista Wealth Management offers financial planning and wealth management services to high-net-worth individuals. They provide investment management, retirement planning, and wealth consulting services. Arista aims to provide sound financial advice and professional wealth management, adhering to academic standards and reducing conflicts of interest. They work with clients to understand their financial goals, risk tolerance, and time horizons.
Fee Structure
Arista Wealth Management's investment management fee is a percentage of the value of your portfolio, not exceeding 2.0% per year. The exact percentage is negotiable and may vary based on the services provided. Fees are typically deducted directly from client accounts. Friends and family may receive discounted or waived fees. If you invest in private funds through Arista's alternative investment platform, the value of those investments will not be included in the assets used to calculate the fee. There is a $5,000 minimum annual fee.
