Aria Wealth Management
Assets Under Management
$122.8M
Number of Clients
255
Number of Advisors
6
Average Client AUM
$481K
AUM per Advisor
$20.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ARIA Wealth Management, Inc. provides continuous investment advice and financial planning services to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. They offer investment supervisory services, third-party investment advisory services, and sub-advisory services. Financial planning fees range from $1500-$2500 per plan or $150-$500 hourly.
Fee Structure
The firm is compensated by fees for planning and management of portfolios. Financial planning fees range from $1,500 to $2,500 per plan, depending on complexity. Hourly rates for financial planning vary from $150 to $500. Asset management fees are based on a percentage of assets under management, with the maximum fee listed as 2.00%. Fees may be negotiable at the discretion of the IAR.
Areas of Practice
Location
20640 3rd Steet, Suite 300, Saratoga, CA, 95070