Stuart Arakelian
Stuart Arakelian is a registered investment advisor at Mariner Advisor Network, based in San Ramon, CA, with 36 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16,313 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Independent Advisor Network offers investment management services through its network of IARs. Fees are based on the value of your portfolio and are deducted from your account. There are two fee options:
- Transaction Based Fee Option (TBFO): You pay transaction charges and/or commissions at the time of each transaction in addition to investment advisory fees. The advisory fees range from 0.4% to 2.55% if you pay for transaction charges, or 0.4% to 2.75% if the IAR pays for all transaction charges.
- Asset Based Fee Option (ABFO): You are charged a single periodic fee for advisory services, transaction charges, brokerage, and related services based on the value of assets in your account. The appropriateness of this option depends on your investment objectives, financial situation, and the frequency of trading in your account.
Fees are negotiable and can vary based on the complexity of your situation, the scope of services provided, and the expertise of the IAR.
Location
12647 Alcosta Blvd.,, Suite 165, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2014Employment Separation After Allegations
June 1995Other Business ActivitiesSells Insurance
Stuart operates under several DBAs for his LPL business, including Arakelian Wealth Management, Enrich360 Wealth Advisors, and Empathic Wealth Partners. He also provides investment advisory services through Mariner Independent Advisor Network LLC and spends time on real estate rental and business entities for tax/investment purposes, as well as selling non-variable insurance products, including fixed annuities and other insurance services through Total Financial and Insurance Services.
Employment History
Current Registrations
Mariner Advisor Network
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Strategic Wealth Advisors Group
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Nylife Securities INC.Broker
State Registrations3 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.