Arthur Brunson is a CFP-designated registered investment advisor at Adb Capital Management, LLC, based in Eugene, OR, with 15 years of industry experience. Arthur 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 32 clients with $34M 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 $500K | 1.15% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable under certain circumstances (e.g., historical relationship, type of assets, anticipated future earnings capacity, anticipated future additional assets, related accounts, negotiations with clients, family members, etc.).
Fee Estimator
Location
401 E. 10th Avenue, Suite 245, Eugene, OR, 97401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Adb Capital Management, LLC
State Registrations2 states
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