Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
516 East Millsap Road, Suite 203, Fayetteville, AR, 72703
Get directionsRegulatory History
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.
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Andrea is dually employed by Arvest Bank, splitting her time 90/10 between Arvest Bank and Arvest Wealth Management. She also works as a market partner/salesperson for Monat Global, selling cosmetic products, dedicating minimal time to this activity.