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
9870 Research Drive, Irvine, CA, 92618
Get directionsRegulatory History (2)
Customer Dispute
September 2010Customer Dispute
September 2005Other Business ActivitiesSells Insurance
Arthur is a managing director of a registered investment advisor, president of a property management company, and board member of multiple non-public entities. He is also an independent insurance agent and owns investment real estate, dedicating minimal time to the real estate activities.