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
3201 Mcclelland Blvd, Suite C, Joplin, MO, 64804
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ashley is a member of Franco Holdings LLC, a real estate company, since November 2023. She dedicates minimal time to this activity as a landlord.