Arc Advisers provides financial planning and investment advice tailored to individual client needs. They specialize in sustainable, responsible, and impact investing (SRI). Arc Advisers recommends third-party portfolio managers (sub-advisors) to manage client investments. They also offer comprehensive financial planning services for an hourly or fixed fee, covering areas like retirement, college savings, and estate planning.
Fee Structure
Arc Advisers recommends sub-advisors to manage your investments. The fees for these sub-advisors vary depending on the investment program chosen.
For mutual fund investment programs at Schwab, fees start at 1.05% on the first $2,000,000. For similar programs at Folio Institutional, fees start at 1.20% on the first $2,000,000. If your account is invested in individual securities at Folio Institutional, the fee starts at 1.60%.
Arc Advisers receives a portion of the sub-advisor's fee. The minimum annual fee for this service is $5,000, but it may be negotiable.
