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Michael Arthurs

Ameritas Advisory Services, LLC
24 Years of Experience
Folsom, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Michael Arthurs is a registered investment advisor at Ameritas Advisory Services, LLC, based in Folsom, CA, with 24 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

620 Coolidge Dr Ste 190, Folsom, CA, 95630

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is an agent at Capstone Financial Group, which is the same as his branch, selling insurance products including life, disability, long-term care, and health insurance to individuals and businesses. This activity takes nearly full-time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Ameritas Advisory Services
October 2014 - November 2021 · 7 yrs 1 mo
New England SecuritiesBroker
March 2013 - July 2014 · 1 yr 4 mos
Allstate Financial Services, LLCBroker
December 2006 - March 2013 · 6 yrs 3 mos
Waddell & Reed, INC.
August 2002 - December 2006 · 4 yrs 4 mos
Waddell & Reed, INC.Broker
August 2002 - December 2006 · 4 yrs 4 mos
State Registrations8 states
ALAZCAFLIDMOTXWA
AdvisorBrokerBoth

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.
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