Arista Advisory Group, LLC's Form ADV discloses 1.00% on the first $1 million, 0.80% on the next $1.5 million, 0.70% on the next $2.5 million, and 0.60% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #285722), Arista Advisory Group, LLC is subject to fiduciary duty under federal law.
Arista Advisory Group, LLC is headquartered in ALBANY, NY.
Arista Advisory Group, LLC serves 29 high-net-worth clients according to their SEC filing dated August 19, 2026. View client details ↓
According to their SEC Form ADV, Arista Advisory Group, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Arista Advisory Group, LLC manages $144 million in client assets according to their SEC filing dated August 19, 2026.
According to their SEC Form ADV, Arista Advisory Group, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓