Aries Investment Advisors offers investment advisory services including portfolio management and financial consultations. The firm creates tailored portfolios using stocks, bonds, exchange-traded funds, and mutual funds, rebalancing them quarterly. They also provide financial consulting services to individuals and families based on their financial situation, goals, and objectives.
Assets Under Management$19M
Clients67
Advisors1
Avg. per Client$280K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Advisory fees and account minimums may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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