Arthur Jarvis
Arthur Jarvis is a registered investment advisor at Jarvis Global Investments LLC, based in Loveland, OH, with 23 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 354 clients with $63M 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 $50K | 1.50% |
| $50K - $250K | 1.50% |
| $250K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.55% |
Clients with over $1,000,000 in assets are charged a flat annual advisory fee of 0.75% on all assets under management. Fees may be negotiable for accounts consisting primarily of low cost basis securities or family holdings.
Fee Estimator
Location
Loveland, OH
Get directionsHistory
Regulatory History (1)
Regulatory
March 2021Employment History
Current Registrations
Jarvis Global Investments LLC
Previous Registrations
Tapke Asset Management, LLC
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.
Exams
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