Stanley Learman is a CFA-designated registered investment advisor at Arbor Investment Management, based in Lakewood, CO, with 29 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 96 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Rates shown are for equities. Mutual funds are charged at a flat 1.00% and fixed income/cash at 0.50%. Fees are negotiable.
Fee Estimator
Location
Lakewood, CO
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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
Stanley is a managing member of Arbor Campus Homes, LLC and Dune Properties, LLC, which hold rental properties in southeastern Michigan. His involvement is limited to overseeing accounting and tax preparation, taking minimal time per month.
Employment History
Current Registrations
Arbor Investment Management
Previous Registrations
Arbor Capital Management INC
State Registrations5 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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