Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are charged hourly (up to $1,000/hour) or as a flat fee (up to $400,000). Clients receive a year of ongoing financial planning/consultation services at no additional cost with a financial plan. Asset management fees are negotiable, with a maximum of 2.00%. WealthPort Wrap Program fees shall not exceed 2.25%. Retirement plan consulting is billed hourly (up to $250/hour), flat (ranging from $750 to $10,000), or as a percentage of plan assets (up to 1.00%).
Areas of Practice
Advisor Information
Office location
Prescott, AZ
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Arthur is an unpaid volunteer and Interact Chair for Rotary International, dedicating about 10-20% of his time to training youth leaders. He also works as a financial advisor and is the president of a tax and accounting practice, dedicating about half his time to the latter.