Arrival Capital strives to work with investors with varying levels of wealth to invest and focusses on starting relationships that can build over time as assets grow and portfolios appreciate. We welcome at an initial level anything over $100,000 in total investable assets.
What are your fees?
Arrival charges a fixed percentage of average assets under management, calculated and billed quarterly, with the percentage set at 1% annually. In this way, Arrival’s interests are aligned with the client’s interests, and Arrival does not earn any commissions on the investments it makes on behalf of clients.
Is my account secure?
Arrival Capital uses TD Ameritrade Institutional (now merging with Charles Schwab) as custodian for client accounts. This ensures best in class account security as well as superb dedicated customer service that only a large firm like TD or Schwab can offer their institutional clients. Further, Arrival Capital manages its client accounts through the grant of a limited trading authorization. Arrival does not commingle client funds nor does it have authority to transfer cash out of client accounts. The account belongs to the client only and TD Ameritrade Institutional sends monthly statements and transaction reports directly to client, augmented by a quarterly report prepared by Arrival.
Why should I choose Arrival over a big firm?
Arrival builds longstanding relationships with clients and gets to know them in a way a big firm simply cannot. This allows for individualized planning and financial management based on what’s going on both in markets and in client’s lives. Arrival not only knows every client; we also know why every position is in a client’s portfolio and Arrival Capital is always prepared to speak with clients about their accounts and address their financial questions and concerns.
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With an evaluation we can determine opportunities to maximize your portfolio.