ML
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
192 clients
Average Client Portfolio
$440K average
Assets Under Management
$84.6M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,250 - $8,000
Hourly Rate:Up to $225/hr
Financial planning fees range from $1,250 to $8,000 as a flat fee, or $225 per hour. ERISA plan service fees will not exceed 1% annually and are negotiable. Asset management fees are based on a percentage of assets managed (see table). When using the Betterment platform, fees will be no more than 1.50% annually, including Betterment's platform fee of 0.25%. Fees are negotiable.
Areas of Practice
Investment ManagementRetirement PlanningDivorce PlanningEducation PlanningHigh Net Worth
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Advisor Information
Office location
115 S. Church St. Suite D, Grass Valley, CA, 95945
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
Arrow Wealth Advisors
October 2024 - Present · 1 yr 3 mos
State Registrations3 states
CAFLTX
Advisor
Exams
No exam information available for this advisor.