Arthur Garcia
Arthur Garcia is a CFP-designated registered investment advisor at Quantum Wealth Advisors LLC, based in Oroville, CA, with 20 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable based on client type, complexity, and other services provided. There is an additional quarterly fee of $6.25 for the CRM platform ($25 annually).
Fee Estimator
Location
2126 5th Avenue, Oroville, CA, 95965
Get directionsHistory
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 ActivitiesSells Insurance
Arthur is an insurance agent for Atlas Health Insurance Solutions since 2004, dedicating about 10-20% of his time to it. He is also the President/IAR of Atlas Financial, LLC, spending minimal time on this investment-related business.
Employment History
Current Registrations
Quantum Wealth Advisors LLC
Atlas Financial LLC
Atlas Financial Advisors, INC.
Previous Registrations
Pacific Financial Strategies, INC
Investment Advisors
Jefferson Pilot Securities CORP
State Registrations10 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.