Arista Advisory Group provides investment management based on individual client goals, including creating investment policy statements and monitoring portfolios. They also offer pension consulting services to employee benefit plans. Additionally, Arista provides financial planning covering investments, insurance, taxes, retirement, college, and debt/credit planning. They generally limit their investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and other securities.
Assets Under Management$180M
Clients247
Advisors1
Avg. per Client$730K
Avg. per Advisor$180M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...