Ariadne Wealth Management, Lp

Ariadne Wealth Management, LP is a financial advisory firm based in Santa Barbara, CA, established in August 2014. The firm specializes in providing Comprehensive Wealth Management services, including asset management, financial planning, pension consulting, and more. Clients can expect personalized investment portfolios comprising various securities like ETFs, mutual funds, stocks, and bonds. The firm manages over $500 million in regulatory assets under management, with a focus on discretionary investment management. For Comprehensive Wealth Management, fees are based on an individual fee schedule not exceeding 1.00% annually, billed quarterly. The firm also offers financial planning and consulting services for a flat, hourly, or asset-based fee. Clients must maintain a minimum household balance of $10,000,000 for the firm's services, which may be waived on a case-by-case basis. Ariadne Wealth Management acts as a fiduciary, committed to acting in the best interests of clients. The firm integrates quantitative and qualitative elements in its investment process, ensuring thorough analysis and risk management. Clients have the option to grant investment discretion to the firm, allowing for efficient portfolio management. The firm does not accept performance-based fees and provides regular account reviews and financial plans to ensure alignment with client goals.