Arnold Pechler
Arnold Pechler is a CFP-designated registered investment advisor at Ameritas Advisory Services, LLC, based in Watertown, NY, with 43 years of industry experience. Arnold is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
19607 NYS Route 3, Watertown, NY, 13601
Get directionsHistory
Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Arnold is a licensed independent insurance agent selling fixed insurance products and recruits/trains agents for Ameritas. He also works as an insurance agent and advisor for United Professional Advisors LLC, and as a registered representative for Sage Financial Planning, selling and servicing Ameritas products. These activities take up a significant amount of Arnold's time.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Carillon Investments, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Cadaret, Grant & CO., INC.Broker
F & G Securities, INC.Broker
Travelers Equities Sales, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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