AP
AP

Arnold Helmut Presser

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,460 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$9.1B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.85%
$4.0M - $8.0M0.70%
$8M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

222 West College Avenue, Appleton, WI, 54911

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Arnold is a full-time Portfolio Manager and dual employee of Johnson Bank and Johnson Wealth Inc. He is involved in wealth management, trust services, banking, and loans.

Employment History
Current Registrations
Johnson Wealth INC.
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Ifmg Securities, INC.
August 2004 - August 2005 · 1 yr
Fundquest Incorporated
November 2002 - July 2003 · 8 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Arnold Helmut Presser - Financial Advisor | TrueAdvisor