Advisor Resource Council offers asset management, financial planning and consulting, retirement plan consulting, and referrals to third-party money managers. Services are provided on both discretionary and non-discretionary bases. The firm works with individuals, high net worth individuals, families, retirement plans, and business enterprises. Some advisors may offer estate planning document preparation legal services through partnerships with independent attorneys.
Fee Structure
Advisor Resource Council offers investment management services with fees based on a percentage of your portfolio. There are two fee schedules:
Wrap Fee Program:
- A flat 2.50% annual fee is charged on all assets under management.
Traditional Asset Management:
- A flat 2.25% annual fee is charged on all assets under management.
Fees are billed quarterly in advance. The firm also offers actively managed investment strategies, including AIQ Asset Allocation Models, AIQ SMA and UMA Strategies, and ARC Innovative Solutions, which are only available in the Wrap Fee Program.