Sarah Arnold is a registered investment advisor at Skyline Advisors, INC., based in Bellingham, WA, with 22 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 369 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Skyline Advisors manages your investment portfolio through a bundled wealth management service that covers investment advice, financial planning, and brokerage services under a single fee. Because specific fee schedules for individual wealth management are detailed in a separate supplementary brochure, clients should review that document for exact percentage rates. However, for employer retirement plans, the firm charges an asset-based fee of up to 1.00% per year, which generally decreases once plan assets reach $1,000,000. For accounts managed through the Pontera platform that are held away from the recommended custodian, Skyline Advisors covers a 0.30% platform fee so you do not pay extra costs.
Location
405 32nd Street, Suite 201, Bellingham, WA, 98225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah works as an Operations Coordinator for Skyline Advisors, dedicating about half of her time to account opening, operations, and client service. She also works as a Notary, spending minimal time notarizing client signatures.
Employment History
Current Registrations
Skyline Advisors, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Moloney Securities Asset Management LLC
Moloney Investment Advisory LLC
Moloney Securities CO., INC.Broker
Moloney Securities CO., INC.
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.
Exams
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