Arthur Stein Financial (ASF) provides customized investment management and financial planning services. ASF works with clients to understand their goals, risk tolerance, and financial situation to create a tailored portfolio using mutual funds, exchange-traded funds (ETFs), bonds, and individual securities. Financial planning covers areas like retirement, savings, and insurance needs. ASF may refer clients to other specialists like accountants or attorneys.
Assets Under Management$120M
Clients72
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees may be negotiable. For Clients with less than $750,000 in assets under management, ASF offers portfolio management as a separate service. The investment management fee is at an annual rate of up to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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