AZ
AZ

Arthur Zaske

15 Years of Experience
Bingham Farms, MI
2 Disclosures

Arthur Zaske is a registered investment advisor at Focus Partners Wealth, LLC, based in Bingham Farms, MI, with 15 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1011 advisors
Number of Clients
62,466 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$181.9B

Fee Structure

Minimum Annual Fee:$5,000

Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.

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Location

31700 Telegraph Road, Suite 260, Bingham Farms, MI, 48025

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History

Regulatory History (2)
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Customer Dispute
January 2010
Final
Customer Dispute
July 2004
Settled
Employment History
Current Registrations
Focus Partners Wealth, LLC
May 2024 - Present · 2 yrs
Previous Registrations
Interocean Capital
June 2023 - July 2024 · 1 yr 1 mo
Arthur Zaske & Associates, LLC
August 2016 - June 2023 · 6 yrs 10 mos
Aza Capital Management
July 2010 - August 2016 · 6 yrs 1 mo
State Registrations1 state
MI
Advisor

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.