Robert Arne is a CFP-designated registered investment advisor at Carpe Diem Financial Life Planning, based in Ben Lomond, CA, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Portfolio management is included within the firm's annual retainer fee, which ranges from $500 to $10,000 per year and will not exceed 3% of assets under management. Fees are negotiable.
Fee Estimator
Location
Ben Lomond, CA
Get directionsHistory
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 Activities
Robert is the President, Accountant & Proprietor of Carpe Diem Tax Services, dedicating about 10-20% of his time. He also works as an Adjunct Professor in the Financial Planning Program at Golden Gate University, spending about 10-20% of his time. Additionally, Robert owns rental real estate, requiring minimal time.
Employment History
Current Registrations
Carpe Diem Financial Life Planning
Previous Registrations
Dwr Wealth Management, LLC
State Registrations1 state
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.