Arbor Capital Management INC
Assets Under Management
$348.1M
Number of Clients
476
Number of Advisors
6
Average Client AUM
$731K
AUM per Advisor
$58.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Arbor Capital Management offers investment management services on a discretionary basis, financial planning and consulting services, and sub-advisory services for digital assets. They create customized portfolios based on client's investment goals, risk tolerance, and financial objectives. They utilize fundamental, technical, and cyclical analysis in their investment strategies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For traditional securities, the fee is 1.25% on the first $500,000, 1.1% on the next $500,000, 1.0% on the next $1,000,000, and 0.85% on amounts above $2,000,000. For digital securities, the fee is 1% of assets under management. These fees are negotiable. Financial planning and consulting fees are billed hourly, not to exceed $500 per hour. Fees for digital asset consulting are negotiated on a case-by-case basis.
Areas of Practice
Location
510 L Street, Ste 550, Anchorage, AK, 99501