Arista Wealth Management, LLC
Assets Under Management
$1.0B
Number of Clients
437
Number of Advisors
7
Average Client AUM
$2.4M
AUM per Advisor
$146.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Arista Wealth Management offers financial planning and wealth management services to high-net-worth individuals. Services include investment management, retirement planning, wealth consulting, and financial planning. They use modern portfolio theory and academic-based financial research. Arista is owned by Starcrest Trust.
Fee Structure
Management fees are based on a percentage of assets under management, not exceeding 2.0% annually. Fees are negotiable and may differ among clients. Retirement planning fees are either flat (ranging from $750 to $10,000) or asset-based (not exceeding 1.50% annually). Wealth consulting and financial planning fees are negotiable. The new annual minimum fee is $5,000.
Areas of Practice
Location
8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV, 89148
