Arbus Capital Management Fees & Minimum

Overview

Total Firm Assets: $130 million
Average High-Net-Worth Client Portfolio Size: $4.6 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: ADV PART 2 BROCHURE (2026-10-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.50%
$1,000,001	$2,000,000	1.25%
$2,000,001	$4,000,000	1.00%
$4,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$55,000	1.10%
$10 million	$92,500	0.92%
$50 million	$392,500	0.78%
$100 million	$767,500	0.77%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 67.38%
Number of High-Net-Worth Clients: 19
Total Client Accounts: 175
Discretionary Accounts: 175

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 148709

ADV PART 2 BROCHURE (2026-10-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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