RA
RA

Robert Arnold

18 Years of Experience
Phoenixville, PA

Robert Arnold is a registered investment advisor at Arnold Investment Group, based in Phoenixville, PA, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 38 clients with $77M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
38 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$76.8M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Phoenixville, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert owns and operates a commercial property through Bikes and Boards Properties, LLC, dedicating minimal time. He also owns and sells bicycle-related inventory on consignment through Bikes and Boards, LLC, and is a part owner of Lowe Riders, Inc., a bicycle and sporting goods retailer, spending a few hours per week on each.

Employment History
Current Registrations
Arnold Investment Group
October 2007 - Present · 18 yrs 7 mos
State Registrations1 state
PA
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.
Robert Arnold - Financial Advisor | TrueAdvisor