CC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
255 clients
Average Client Portfolio
$481K average
Assets Under Management
$122.8M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$1,500 - $2,500
Hourly Rate:$150 - $500/hr
Fees are charged for planning and portfolio management. Financial planning fees range from $1,500 to $2,500 per plan or $150 to $500 per hour. The maximum annual asset management fee is 2.00%. Fees may be negotiable at the discretion of the IAR. Clients may also incur fees from third-party investment managers or sub-advisors, with a maximum fee of 1.5% of assets managed.
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
650 S. Shackleford Road, Suite 400, Little Rock, AR, 72211
Get directionsRegulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Aria Wealth Management
July 2017 - Present · 8 yrs 6 mos
Previous Registrations
Concert Wealth Management
February 2010 - December 2017 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2008 - February 2010 · 1 yr 11 mos
State Registrations2 states
ARTX
Advisor
Exams
No exam information available for this advisor.