TrueAdvisor
TrueAdvisor
AM
CFA · CFP
AM
CFA · CFP

Arno Mayer

Financial Trust Asset Management Chartered
39 Years of Experience
Delray Beach, FL
1 Disclosure
View SEC Summary
View SEC Summary

Arno Mayer is a CFA, CFP-designated registered investment advisor at Financial Trust Asset Management Chartered, based in Delray Beach, FL, with 39 years of industry experience. Arno operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 208 clients with $140M in assets under management.

Financial Trust Asset Management Chartered
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
208 clients
Average Client Portfolio
$682K average
Assets Under Management
$141.9M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5M+1.00%

Fees for amounts over $5,000,000 are negotiable. Fees are billed monthly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Delray Beach, FL

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 1997
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Arno is the CEO of Financial Trust Research Partners, LLC, where he conducts and writes market research. He spends about 10-20% of his time on this investment-related activity, providing review and guidance on investment research.

Employment History
Current Registrations
Financial Trust Asset Management Chartered
September 1995 - Present · 31 yrs 1 mo
Previous Registrations
Steinberg Global Asset Management LTD
August 2002 - September 2004 · 2 yrs 1 mo
Stephens INC.Broker
October 1993 - March 1995 · 1 yr 5 mos
Funds Distributor, INC.Broker
April 1993 - September 1993 · 5 mos
Sierra Investment Services CorporationBroker
December 1992 - March 1993 · 3 mos
Eden Financial Funds Group, INC.Broker
August 1990 - October 1991 · 1 yr 2 mos
Great Western Financial Securities CorporationBroker
July 1989 - December 1992 · 3 yrs 5 mos
Griffin Financial ServicesBroker
March 1988 - July 1989 · 1 yr 4 mos
Pamco Securities and Insurance ServicesBroker
March 1987 - February 1988 · 11 mos
Equico Securities, INC.Broker
April 1986 - May 1987 · 1 yr 1 mo
The Equitable Life Assurance Society of the United StatesBroker
April 1986 - May 1987 · 1 yr 1 mo
State Registrations2 states
FLLA
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Delray Beach, FL →All financial advisors in Florida →