AK
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Arthur Karabelas
36 Years of Experience
Boston, MA
2 DisclosuresBroker
Arthur Karabelas is a registered investment advisor at Wells Fargo Advisors, based in Boston, MA, with 36 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
800 Boylston St Ste 705, Boston, MA, 02199
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2015Settled
Customer Dispute
April 2008Denied
Other Business Activities
Arthur owns rental property in Bartlett, NH since June 2023. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
First Republic Securities Company, LLCBroker
November 2017 - June 2023 · 5 yrs 7 mos
First Republic Investment Management, INC.
November 2017 - June 2023 · 5 yrs 7 mos
J.P. Morgan Securities LLC
April 2013 - November 2017 · 4 yrs 7 mos
J.P. Morgan Securities LLCBroker
April 2013 - November 2017 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - April 2013 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - April 2013 · 7 yrs 1 mo
Advest, INC.Broker
February 2004 - March 2006 · 2 yrs 1 mo
RBC Dain Rauscher INC.
November 2003 - March 2004 · 4 mos
RBC Dain Rauscher INC.Broker
March 2002 - March 2004 · 2 yrs
Tucker Anthony IncorporatedBroker
November 1997 - March 2002 · 4 yrs 4 mos
Cibc OppenheimerBroker
March 1995 - November 1997 · 2 yrs 8 mos
Lehman Brothers INC.Broker
August 1992 - April 1995 · 2 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
December 1990 - August 1992 · 1 yr 8 mos
Dean Witter Reynolds INC.Broker
June 1984 - January 1986 · 1 yr 7 mos
State Registrations53 states
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Exams
No exam information available for this advisor.