Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary depending on the service. For CMAP accounts, fees are based on a percentage of assets. Advisor Managed Portfolios have a single 'wrap' fee covering advisory services and transactions, plus an AssetMark platform fee. CAAP and UMA portfolios also use wrap fees. Third Party Money Manager Selection services have fees ranging from 0.25% to 1.25% annually, plus TPMM fees. Financial planning fees range from $500 to $10,000 (fixed) or $50 to $300 per hour.
Areas of Practice
Advisor Information
Office location
2535 Townsgate Rd., Suite 203, Westlake Village, CA, 91361
Get directionsRegulatory History (3)
Customer Dispute
December 2016Customer Dispute
March 2016Employment Separation After Allegations
October 2008Other Business ActivitiesSells Insurance
Arnold is an independent insurance agent since 1986, dedicating a few hours per week to providing insurance products. He also works nearly full-time as an investment advisor for The Ameriflex Group, providing wealth management, financial planning, and investment advisory services since 2019.