Arctic Capital Advisors LLC

Arctic Capital Advisors LLC is a financial advisory firm based in New York, established in September 2022. The firm offers investment consulting and management services, charging asset-based fees ranging from 0.5% to 3%, with additional fees for success and one-time fees. Clients can request a comprehensive investment plan that includes ETFs, stocks, bonds, and mutual funds. The firm utilizes various investment strategies, such as long-term and short-term purchases, to meet clients' financial goals. Clients have discretion over their investments, with the firm monitoring performance regularly. The minimum account size for clients is generally $100,000, with the firm serving individuals, institutions, trusts, and pension plans. Arctic Capital employs fundamental analysis and long-term investment strategies, considering factors like risk tolerance and investment objectives. The firm does not receive performance-based fees and has no disciplinary history. Clients are responsible for additional investment fees and costs, such as mutual fund loads and brokerage fees. The firm does not receive compensation for client referrals and does not vote on behalf of clients. Arctic Capital emphasizes transparency, ethical conduct, and client communication in its operations.