Arborfi Advisors, LLC

ArborFi Advisors, LLC is an investment advisory firm established in 2019, owned by Thomas Costigan and Kate Slocum. As a fiduciary, the firm is committed to acting in the best interest of clients. They offer Comprehensive Portfolio Management & Financial Planning services, tailored to individual client needs, with a minimum relationship size of $1,000,000 and a minimum annual fee of $10,000. Fees are based on a percentage of assets under management, with a tiered fee schedule. The firm manages $114,205,136 in assets on a discretionary basis. Clients may incur transaction fees and other expenses separate from advisory fees. ArborFi Advisors employs a personalized, goals-based financial planning process, utilizing a range of asset allocation strategies to maximize returns while controlling risks. The firm practices long-term investment strategies and monitors portfolios regularly. Clients have investment discretion but can impose limitations. The firm does not charge performance-based fees and generally serves individuals, institutions, and businesses. They recommend Charles Schwab as a custodian and do not receive soft dollars in excess of legal limits. ArborFi Advisors does not accept proxy authority to vote client securities and has no financial conditions impairing obligations to clients.