Arista Wealth Advisors, Ltd

Arista Wealth Advisors, LTD. is a registered investment advisor founded in 1988, specializing in personalized financial and estate planning, and investment management for individuals, pension participants, trustees, charitable organizations, and small business owners. The firm operates strictly on a fee-only basis, avoiding commissioned products and affiliations with entities selling financial products. Clients maintain control over their assets, with Arista Wealth Advisors providing investment advice and executing trades under limited power of attorney. The firm's investment strategy focuses on strategic asset allocation using a core and satellite approach, primarily investing in no-load mutual funds and exchange-traded funds. Arista Wealth Advisors offers financial planning and advisory services, with fees based on a percentage of assets under management or hourly charges. The firm requires a minimum account balance of $250,000 for its asset management service, which may be waived in certain cases. Clients receive regular portfolio reports and account statements from the custodian, typically Charles Schwab & Co., Inc. Arista Wealth Advisors exercises discretionary authority for trading with client approval and maintains a limited power of attorney for account management. The firm does not engage in proxy voting unless authorized by clients. Arista Wealth Advisors has no reportable disciplinary events and maintains financial stability to meet client commitments.