The Aranda Group Advisors provides financial planning and asset management services. They create financial plans covering cash flow, risk management, investments, taxes, retirement, and estate planning. Investment management is offered on both discretionary and non-discretionary bases. They may use Unified Managed Accounts (UMAs) with third-party managers. They also offer access to securities-based lending programs.
Assets Under Management$230M
Clients159
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$58M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on the nature of the account, including size and complexity. The same rate applies to Unified Managed Accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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