Arcwood Financial offers investment management and financial planning services. For retirement plans, Arcwood provides services such as selecting investments, creating model portfolios, and monitoring third-party managers. For individuals, Arcwood Financial allocates client assets based on their needs and risk tolerance, using models sub-advised by Alphastar Capital Management. Financial planning covers areas like investment, insurance, tax, retirement, college, and debt planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
In addition to the Combined Annual Fee, each client account is assessed a $50 per year administrative fee by Alphastar. Alternatively, Arcwood and client may agree to a negotiated total combined fixed annual fee rate that shall not exceed 1.3% of client’s assets under management.