Arvest Wealth Management offers various wrap fee programs, each with its own fee structure. The annual Client Advisory Fee is a bundled fee that covers investment advice, portfolio management, brokerage transaction execution, and custody costs. The fee is based on a percentage of assets under management. The Client Advisory Fee also includes a Platform Fee, estimated to range somewhere between .05% and .25%, charged by the Firm, based upon client account size, to offset a program fee that BNYMA and Pershing charge the Firm as compensation for advisory (BNYMA’s overlay/portfolio management services with respect to the BNYMA Advised Programs), administrative, clearing and custody services. Minimum investment amounts vary by program, ranging from $25,000 to $1,000,000.
5000 Rogers Ave, Ft Smith, AR, 72903
Get directionsBenjamin is dually employed by Arvest Bank's Trust Department and Arvest Wealth Management, splitting his time equally between the two. He also serves as a Logistics Officer in the Kansas Army National Guard, dedicating about a quarter of his time to this role.