Arnold and Mote Wealth Management
Assets Under Management
$128.3M
Number of Clients
125
Number of Advisors
4
Average Client AUM
$1.0M
AUM per Advisor
$32.1M
Compensation
Fixed/Hourly
About This Firm
Arnold & Mote Wealth Management provides financial planning and investment management to individuals, trusts, and small businesses. Services include financial goal setting, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The firm is fee-only and acts as a fiduciary.
Fee Structure
Wealth Management fees are a flat annual amount based on the client's needs and goals, ranging between $11,600 (for individuals) and $13,200 (for couples) per year, but may vary based on complexity. Financial planning fees range between $3,600 and $10,000 per year, billed monthly or quarterly. Advisory fees are subject to Iowa sales tax. There is no minimum account size required for Wealth Management services.
Areas of Practice
Location
1202 Dina Court, Suite B, Hiawatha, IA, 52233
