Arrington Financial Advisors offers financial planning services, including investment management, at the client's discretion. Investment management focuses on selecting mutual funds, exchange-traded funds (ETFs), and individual securities. They also offer asset allocation, hallmark, and targeted financial plans based on individual client needs. The firm stays in regular contact with clients and attempts to meet at least semi-annually to review their financial situation and investment objectives.
Assets Under Management$8.7M
Clients13
Advisors1
Avg. per Client$670K
Avg. per Advisor$8.7M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$625
Arrington Financial Advisors charges a flat annual fee for investment management services, based on the portfolio's market value. The fees vary depending on the types of investments in your portfolio:
- ETF- and Mutual Fund-Only Portfolios: Fees start at $625 per year for the first $250,000, increasing by $625 for each additional $250,000 increment.
- Combination Portfolio (ETFs, Mutual Funds, and Individual Stocks): Fees start at $950 per year for the first $250,000, increasing by $950 for each additional $250,000 increment.
- Individual Securities Portfolio: Fees start at $1250 per year for the first $250,000, increasing by $1250 for each additional $250,000 increment.
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