Assets Under Management
$3.9M
Number of Clients
41
Number of Advisors
1
Average Client AUM
$95K
AUM per Advisor
$3.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Advanced Retirement Solutions, Inc. offers investment management services on a discretionary and non-discretionary basis. They also provide financial planning and consulting services on an hourly or fixed-fee basis. The firm does not act as a custodian of client assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
The annual Fee may be negotiable. Lower fees may be charged if client has non -ARS accounts with ARS Advisors, such as fixed annuities and life insurance. Accounts within the same household may be combined for a reduced fee. Also, if a client is using the account to park cash for an extended period of time and does not intend for ARS to manage the account during this time, no fees shall be deducted.
4 Shackleford Plaza, Suite 203, Little Rock, AR, 72211