Arrowhead Wealth Management provides investment advisory services, managing portfolios on a discretionary basis according to client objectives. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and mutual funds. Arrowhead may recommend other advisors through managed account programs. They tailor services to individual client needs and restrictions.
Assets Under Management$27M
Clients81
Advisors2
Avg. per Client$340K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The investment advisory fee may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...