AF
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Arthur Flattich

32 Years of Experience
Statesboro, GA
Broker

Arthur Flattich is a registered investment advisor at Missionsquare Retirement, based in Statesboro, GA, with 32 years of industry experience. Arthur is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40,527 clients with $6.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
135 advisors
Number of Clients
40,527 clients
Average Client Portfolio
$156K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fees may be waived or discounted by agreement between the firm and your plan sponsor. Legacy clients may pay lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Statesboro, GA

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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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Employment History
Current Registrations
Missionsquare Retirement
September 2002 - Present · 24 yrs 1 mo
Missionsquare Wealth Management
December 1996 - Present · 29 yrs 10 mos
Missionsquare Wealth ManagementBroker
December 1996 - Present · 29 yrs 10 mos
Previous Registrations
Prudential Securities IncorporatedBroker
August 1995 - November 1996 · 1 yr 3 mos
Olde Discount CorporationBroker
March 1994 - September 1995 · 1 yr 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.
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