Arbor Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arbor Wealth serves individual and high‑net‑worth clients, providing discretionary investment management alongside project‑based financial planning and consulting. Its investment management work typically implements client objectives through portfolios of no‑load mutual funds and ETFs and, where appropriate, separately managed fixed income portfolios.
The firm's investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold emphasis, favoring broadly diversified, low‑cost passive funds and using Monte Carlo analysis to inform planning and asset‑allocation decisions. For dedicated fixed income services Arbor Wealth prepares separate Fixed Income Investment Policy Statements and delegates discretionary trading authority to a retained third‑party fixed income manager.
Arbor Wealth is notable for operating as a solo advisor while managing approximately $657.7 million in client assets, producing an unusually high AUM‑per‑advisor profile for its category. It also departs from common practice among peers by charging fixed annual retainer fees rather than percentage‑of‑AUM fees and by contracting with Focus Partners Advisor Solutions (FPAS) for fixed‑income management and back‑office services, with a related succession agreement involving Focus Partners Wealth.
Client services
Expertise
Fee options
May charge fixed fees for consulting services based on estimate of hours; fixed fees for investment management services range generally from $8,000 to $50,000
$300 per hour for financial planning/consulting services
Account minimum: $500,000 for fixed income portfolio management services; generally no minimum for other services but a minimum annual fee applies Minimum fee: Minimum annual fee for investment management services generally ranges from $8,000 to $50,000 depending on service complexity; minimum annual fee applies for portfolio management services
Main office
801 W Big Beaver Road, Suite 300
Troy MI 48084
Advisors at this office
1
Most active in
Florida · Michigan · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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