Arbogast Financial Advisors provides financial solutions to help clients achieve financial stability and independence. They offer portfolio management services on both discretionary and non-discretionary bases, and financial planning services. The firm focuses on identifying clients' life goals and developing economic solutions that reflect their definition of true wealth.
Assets Under Management$51M
Clients79
Advisors2
Avg. per Client$640K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable within each tier. Fee breaks occur as portfolio value exceeds each tier level.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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