Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for managed accounts, I-maps, and third-party manager accounts range from 0.40% to 2.50% annually, based on assets under management. I-maps have fees between 0.25% and 0.50% annually, plus an additional fee ranging between 1% to 2% depending on the strategy. Consulting services can be charged as a percentage of assets or a flat fee. Platform fees are also charged, ranging from 3 to 5 bps. All fees are negotiable. Clients may pay more or less than similar clients depending on circumstances.
Areas of Practice
Advisor Information
Office location
515 Madison Avenue, Suite 15C, New York, NY, 10022
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ariel is an investment advisor representative and registered representative with Bolton Global Asset Management, doing business as Aplus Capital, providing fee-based asset management and commission-based services full-time. Ariel also buys and sells futures and commodities contracts, spending minimal time on this activity, and owns three residential rental properties, spending a few hours per week. Finally, Ariel is the sole owner and president of an online tutoring school, spending a few hours per week.