FAQ
What type of accounts do you manage?
We manage the following types of accounts for individuals, families, business owners and foundations:
- Individual
- Joint
- Trust
- Retirement
- Educational (529 college savings)
- Custodial (for minors)
- Health Savings (HSA)
What is your minimum account size?
We focus on working with people that want to work with us and will benefit from our services. We would never want a potential client to rule themselves out before contacting us, so we welcome the opportunity to discuss your particular financial situation.
Are you a fiduciary?
Yes. As your investment advisor, we are a fiduciary to you, which means we act in your best interest and never put our interest ahead of yours.
What are your fees?
We charge a percentage of assets under management for our services. The fee is assessed on a quarterly basis, in arrears. At Arrowhead Investment Advisors, we pride ourselves on a transparent approach to investing and fees. We have one fee for everything we do for you, and no hidden surprise charges along the way.
How do you choose the investments you recommend to me?
Arrowhead Investment Advisors has full access to individual securities, mutual funds, and exchange traded funds. We conduct our own research in these areas in order to determine the investments that best fit our clients’ needs.