Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.80% |
| $750K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.80% |
The Advisory Fee is negotiable.
Fee Estimator
For financial planning, fees range from $2,500 to $10,000, based on estimated hours at a rate up to $500/hr. The Fee Based Program uses a tiered fee schedule based on assets under management (see table). Transaction charges and brokerage account fees may also apply. The advisory fee is negotiable and paid quarterly, in advance. A minimum of $100,000 is generally required to open an account in the Program.
Areas of Practice
Advisor Information
Office location
Ferndale, MI
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.
Learn about disclosures →Other Business Activities
Robert is an advisor at Arnold & Mote Wealth Management, where he works full-time providing financial planning and investment management. He is also the sole owner of The Money QB, where he works a few hours per week as a financial planner/advisor.