Kevin Arrien is a registered investment advisor at Arrien Investments, INC., based in Boise, ID, with 33 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 449 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arrien Investments charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 1.50% per year, depending on the size of your account. The fees are calculated on the average daily value of your account and charged quarterly.
Location
4477 West Emerald Street, Suite A100, Boise, ID, 83706
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is the owner of Joyce Capital, Inc., working as a loan agent and consultant for agricultural businesses, dedicating a few hours per week. He is also a licensed notary public, spending minimal time on this activity, and an independent insurance agent since 1991, spending minimal time reviewing coverage and recommending insurance products.
Employment History
Current Registrations
Arrien Investments, INC.
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Key Investments INC.Broker
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.