Ian Arrowsmith
Ian Arrowsmith is a registered investment advisor at Independent Financial Group, LLC, based in Annapolis, MD, with 29 years of industry experience. Ian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B 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 |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Other Business Activities
Ian is a 20% owner of Ballast Partners LLC, an office space property, but dedicates no time to it. He also owns 20% of Scarborough Capital Management, an SEC registered investment advisor, and works there about half of his time as an investment advisor representative.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Scarborough Capital Management
Previous Registrations
Sii Investments, INC.Broker
Scarborough Capital Management, INC.
Royal Alliance Associates, INC.Broker
T. Rowe Price Investment Services, INC.Broker
New England SecuritiesBroker
State Registrations42 states
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
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