AJ
AJ
Arthur Jarvis
23 Years of Experience
Loveland, OH
1 Disclosure
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 Investment Management. Their firm serves 368 clients with $47M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
368 clients
Average Client Portfolio
$127K average
Assets Under Management
$46.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.55% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Loveland, OH
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Regulatory History (1)
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Regulatory
March 2021Final
Employment History
Current Registrations
Jarvis Global Investments LLC
December 2007 - Present · 18 yrs 4 mos
Previous Registrations
Tapke Asset Management, LLC
May 2001 - February 2006 · 4 yrs 9 mos
State Registrations3 states
KYOHTX
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.