Arvest Wealth Management
Assets Under Management
$2.8B
Number of Clients
6,336
Number of Advisors
205
Average Client AUM
$446K
AUM per Advisor
$13.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Arvest Wealth Management offers investment advisory services through various wrap fee programs. They work with clients to determine suitable programs and portfolios based on their goals and objectives. Clients can request reasonable investment restrictions. The firm also provides retirement plan consulting, advice, and financial planning services.
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
Location
913 W Monroe Avenue, Lowell, AR, 72745