Arrow Wealth Advisors
Assets Under Management
$84.6M
Number of Clients
192
Number of Advisors
2
Average Client AUM
$440K
AUM per Advisor
$42.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Arrow Wealth Advisors offers financial planning, ERISA plan services (acting as a 3(21) fiduciary), and discretionary asset management. They use financial science and free market economics for investment strategies, focusing on client-specific goals and risk tolerance. They may use the Betterment platform for smaller accounts.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Financial planning fees range from $1,250 to $8,000 as a flat fee, or $225 per hour. ERISA plan service fees will not exceed 1% annually and are negotiable. Asset management fees are based on a percentage of assets managed (see table). When using the Betterment platform, fees will be no more than 1.50% annually, including Betterment's platform fee of 0.25%. Fees are negotiable.
Areas of Practice
Location
115 S. Church St. Suite D, Grass Valley, CA, 95945