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
5000 Rogers Ave, Ft Smith, AR, 72903
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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Adrienne is a shareholder of The Bank of Salem, a family-owned bank, and receives dividends annually, but has no duties and devotes no time to it. She also owns 25% of Kings River Holdings LLC for potential rental income, dedicating no time to it currently.