Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$500 - $25,000
Hourly Rate:$250/hr

Fees for the technology platform range from 0.40% to 0.60% annually, plus a $30 platform fee per account. Portfolio management fees range from 0.50% to 1.90% of assets under management and are negotiable. Retirement plan asset management fees range from 0.50% to 1.75% and are also negotiable. Financial planning fees range from $500 to $25,000 on a fixed fee basis, or $250 per hour.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684

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Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2017
Final
Regulatory
February 2015
Final
Customer Dispute
December 2012
Closed-No Action
Customer Dispute
July 2009
Closed-No Action
Other Business ActivitiesSells Insurance

Arthur is the owner and an insurance agent for The Retiring Baby Boomer Group LLC since 2020, selling insurance products. He dedicates about a quarter of his time to this activity, with half of that time during trading hours.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
August 2024 - Present · 1 yr 5 mos
Previous Registrations
Retirement Income Advisory Group LLC
July 2018 - February 2024 · 5 yrs 7 mos
USA Financial Securities Corporation Broker
July 2010 - June 2018 · 7 yrs 11 mos
USA Financial Securities Corporation
July 2010 - June 2018 · 7 yrs 11 mos
Ameritas Investment CORP.Broker
June 2006 - July 2010 · 4 yrs 1 mo
Ameritas Investment CORP
June 2006 - July 2010 · 4 yrs 1 mo
Carillon Investments, INC
June 2006 - June 2006 · 0 mos
Carillon Investments, INC.Broker
June 2006 - June 2006 · 0 mos
Securian Financial Services, INC.
June 2002 - January 2006 · 3 yrs 7 mos
Securian Financial Services, INC.Broker
February 1994 - January 2006 · 11 yrs 11 mos
Mimlic Sales CorporationBroker
February 1994 - February 1994 · 0 mos
Metlife Securities INC.Broker
January 1993 - January 1994 · 1 yr
Metropolitan Life Insurance CompanyBroker
January 1993 - January 1994 · 1 yr
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.