Arrow Wealth Advisors offers financial planning, retirement plan services, and investment management. Financial planning covers wills, estate plans, investments, taxes, insurance, retirement income, and college planning. For retirement plans, Arrow Wealth can act as a limited scope advisor. Investment management services are tailored to individual client goals and risk tolerance. Arrow Wealth may use the Betterment platform for smaller accounts, delegating management to independent managers.
Assets Under Management$110M
Clients199
Advisors2
Avg. per Client$550K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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