Arena Private Wealth Fees & Minimum

Overview

Headquarters: Chicago, IL
Total Firm Assets: $405 million
Average High-Net-Worth Client Portfolio Size: $1.7 million

Fee Disclosure

Source: OCMPW ADV PART 2A 7.30.26 (2026-07-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$5,000,000	1.00%
$5,000,001	$10,000,000	0.75%
$10,000,001	and above	0.60%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$52,500	1.05%
$10 million	$90,000	0.90%
$50 million	$330,000	0.66%
$100 million	$630,000	0.63%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 68.06%
Number of High-Net-Worth Clients: 158
Total Client Accounts: 613
Discretionary Accounts: 613

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 332302

OCMPW ADV PART 2A 7.30.26 (2026-07-30) (fee schedule source) · View brochure text

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

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Arena Private Wealth