Arbor Financial Services, LLC
Assets Under Management
$113.4M
Number of Clients
232
Number of Advisors
4
Average Client AUM
$489K
AUM per Advisor
$28.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Arbor Financial Services, LLC is a registered investment adviser offering discretionary investment advisory services on a fee-only basis (wrap or non-wrap). They also provide financial planning and consulting services, including advice on estate planning, insurance planning, and asset allocation. Investment advice is tailored to meet client needs and objectives.
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
Location
2001 Butterfield Road, Suite 500, Downers Grove, IL, 60515