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Arnold Abens

29 Years of Experience
Edina, MN

Arnold Abens is a registered investment advisor at Abens Financial Services INC, based in Edina, MN, with 29 years of industry experience. Arnold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 89 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
89 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$105.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.20%
$3.0M - $5.0M0.80%
$5M+0.50%

Current client relationships may exist where the fees are higher or lower than the fee schedule. Such fees are determined at the Advisor’s sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4926 Lincoln Drive, Edina, MN, 55436

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Arnold is involved in several businesses, including serving as an advisory board member for multiple companies, owning National Flooring Equipment, Inc., Water's Edge Farm, rental real estate, and several LLCs. He also holds a director/shareholder position at American Investors Bank & Mortgage.

Employment History
Current Registrations
Abens Financial Services INC
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Abens Financial Services INC
February 1995 - December 2009 · 14 yrs 10 mos
State Registrations2 states
MNTX
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.