Arthur Thielen is a registered investment advisor at Thielen Capital Corporation, based in Ladera Ranch, CA, with 22 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 79 clients with $100M 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 $1.0M | 1.00% |
| $1M+ | 0.70% |
Fees may be negotiable or a fixed, flat fee may be negotiated.
Fee Estimator
Location
999 Corporate Drive, Suite 100, Ladera Ranch, CA, 92694
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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 →Employment History
Current Registrations
Thielen Capital Corporation
Previous Registrations
Summit Portfolio Management INC.
Evolve Investment Advisors
Evolve Securities, INC.
Pathways Financial Partners,inc.
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.