Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.60% |
These fees are for the Equity & Balanced model. Fees are different for Fixed Income and Mutual Fund Allocation models. In special circumstances, fees may be negotiable.
Fee Estimator
Arbor Financial charges an annual fee based on a percentage of assets under management. The fee varies depending on the type of model you are invested in (Equity & Balanced, Fixed Income, or Mutual Fund Allocation). The overall blended fee is based on your initial account opening balance and is prorated and paid quarterly, in advance. Fixed financial planning fees range from $500 to $5,000, and hourly fees range from $100 to $500. Financial planning fees are negotiable and payable upon completion of services.
Areas of Practice
Advisor Information
Office location
2001 Butterfield Road, Suite 500, Downers Grove, IL, 60515
Get directionsRegulatory History
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