BA
BA
Bruce Arnett
38 Years of Experience
Richmond, VA
1 DisclosureBroker
Bruce Arnett is a registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 38 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
1021 E Cary St, [V2/V9-Rbo], Richmond, VA, 23219
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2016Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2015 - Present · 11 yrs 4 mos
Wells Fargo Advisors
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2013 - January 2015 · 2 yrs
Bb&t Securities, LLC
January 2013 - January 2015 · 2 yrs
Scott & Stringfellow, LLC
September 2004 - January 2013 · 8 yrs 4 mos
Scott & Stringfellow, LLCBroker
September 2004 - January 2013 · 8 yrs 4 mos
Alexander Key Investments
July 2002 - September 2004 · 2 yrs 2 mos
Suntrust Capital Markets, INC.Broker
July 2002 - September 2004 · 2 yrs 2 mos
Deutsche Bank Securities INC.
January 2001 - July 2002 · 1 yr 6 mos
Deutsche Bank Securities INC.Broker
January 2001 - July 2002 · 1 yr 6 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
December 1987 - September 1997 · 9 yrs 9 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.