ArborStone Financial offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. ArborStone Financial creates investment portfolios using model portfolios consisting of exchange-traded funds, low-cost, diversified mutual funds, and individual stocks and bonds. ArborStone Financial also offers estate planning services through a partnership with Wealth, Inc.
Assets Under Management$0
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable. Certain legacy clients may be charged fees that differ from the tiered schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...