At Aris Alpha, we believe wealth management should be transparent, accessible, and aligned with your financial journey. That is why our pricing structure is designed to be straightforward, with no hidden fees, no unnecessary complexity, and no minimum balance requirements to get started.
No Minimum to Start
Unlike many wealth management firms that require you to have a high minimum investment before they will even take your call, we do not impose that barrier. Whether you are building your portfolio from the ground up or already managing substantial wealth, you can access our expertise and guidance without worrying about crossing a threshold.
Pricing for Portfolios Under $500,000
For clients with assets under management (AUM) of less than $500,000, we charge a flat monthly fee of $250. This ensures that you still get personalized advice(1 hour max per month), portfolio management, and access to our full range of services while keeping the cost predictable and affordable.
Pricing for Portfolios Above $500,000
Once your portfolio exceeds the half-million mark, our pricing shifts to an assets-under-management model, tailored to the type of strategy we manage for you:
- Index Allocation: 0.2% annually of assets under management.
- Individual Stock Allocation: 0.5% annually of assets under management.
This approach ensures fairness and alignment. For diversified index strategies, fees remain minimal. For clients who prefer active stock allocation, fees reflect the increased time and resources required to manage those portfolios effectively.
Why This Approach Works for You
- Fairness and Access: Clients at every stage of wealth building get access to professional guidance.
- Transparency: You always know what you are paying, whether it is a flat fee or a percentage tied to AUM.
- Alignment: As your assets grow, our success grows with you.
- Flexibility: You can choose between index-based or individual stock strategies depending on your financial goals.
The Bottom Line
Our mission is to make professional wealth management accessible, transparent, and tailored to where you are today, while keeping you on track for where you want to go tomorrow.
If you would like to learn more about which pricing option fits your portfolio, we would be happy to schedule a call. Connect to us at www.arisalpha.com
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