Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1202 Dina Court, Suite B, Hiawatha, IA, 52233
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Quinn Robert ArnoldRegulatory 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 →Employment History
Current Registrations
Arnold and Mote Wealth Management
State Registrations2 states
Exams
Additional Information
Arnold & Mote Wealth Management crafts successful, realistic financial plans with families. Our independent, fiduciary advice matches your financial strengths with opportunities to save and earn more, and give purpose to your work and money.