LA
LA

Leighann Arthur

31 Years of Experience
Little Rock, AR
1 Disclosure

Leighann Arthur is a registered investment advisor at Gutierrez Wealth Advisory, LLC, based in Little Rock, AR, with 31 years of industry experience. Leighann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 135 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
135 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$280.3M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.70%
$3.0M - $5.0M0.60%
$5.0M - $10.0M0.45%
$10M+0.20%

Some legacy clients may be on a different fee schedule. Assets under management for family members in the same household may be aggregated for determining the overall fee.

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

10801 Executive Center Dr., Ste. 103, Little Rock, AR, 72211

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History

Regulatory History (1)
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Customer Dispute
March 2008
Denied
Employment History
Current Registrations
Gutierrez Wealth Advisory, LLC
May 2023 - Present · 3 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2022 - February 2025 · 2 yrs 4 mos
UBS Financial Services INC.
September 1997 - November 2022 · 25 yrs 2 mos
UBS Financial Services INC.Broker
January 1995 - November 2022 · 27 yrs 10 mos
State Registrations1 state
AR
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.