Ars Wealth Advisors
ARS Wealth Advisors Group, LLC is an investment advis er firm registered with the SEC, founded in 1997 and based in St. Petersburg, FL. As part of Focus Financial Partners, LLC, ARS Wealth offers portfolio management and financial planning services, acting as a fiduciary in clients' best interests. The firm primarily serves individuals, high-net-worth individuals, trusts, estates, and legal entities with a minimum account asset level of $500,000. ARS Wealth charges an annual percentage-based fee for portfolio management services, with a minimum relationship size of $500,000 and minimum annual fee of $5,000. The firm may also provide tax preparation and consulting services. Clients have investment discretion but can impose reasonable restrictions on account holdings. ARS Wealth uses cyclical and fundamental analysis for investment decisions and focuses on a blend of value and growth investment styles. The firm does not charge performance-based fees and does not vote client securities. Clients receive account statements from custodians and have access to a secure web portal for account information. ARS Wealth does not vote proxies on behalf of clients and does not have custody of client funds unless authorized for fee deduction purposes. The firm does not solicit fees in advance and is financially stable.
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