Firm Information
Compensation
Fixed/HourlyFirm Size
4 advisors
Compensation
Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
125 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$128.3M
Fee Structure
Financial Planning:Included in AUM fee
Financial Plan Fee:$3,600 - $10,000
Wealth Management fees are a flat annual amount ranging from $11,600 (individuals) to $13,200 (couples), but may vary based on complexity. Financial Planning fees range from $3,600 to $10,000 per year, billed monthly or quarterly. Iowa sales tax is levied on advisory fees. Fees may be negotiable under some circumstances and may vary by client for similar services.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information
Office location
1202 Dina Court, Suite B, Hiawatha, IA, 52233
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
Arnold and Mote Wealth Management
December 2018 - Present · 7 yrs 1 mo
Previous Registrations
Hylland Capital Management
December 2015 - December 2019 · 4 yrs
State Registrations2 states
IATX
Advisor
Exams
No exam information available for this advisor.