Arimathea
Assets Under Management
$2.7M
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
$901K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Arimathea, Corp. provides asset management, comprehensive portfolio management, and financial planning services. They integrate Catholic social teachings into investment decisions, avoiding companies involved in practices conflicting with Church teachings. They also offer retirement plan consulting and referrals to third-party money managers.
Fee Structure
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly. Financial planning and consulting are charged hourly (up to $350/hour) or flat fee ($1,500 to $10,000), with a 50% retainer. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750 to $10,000), or as a percentage of plan assets (up to 2.00%).
Areas of Practice
Location
201 E. Sandpointe Ave, Ste 460, South Coast Metro, CA, 92707