AP
AP
Arndt Poelling
15 Years of Experience
Ithaca, NY
1 Disclosure
Arndt Poelling is a registered investment advisor at Centennial Wealth Management INC., based in Ithaca, NY, with 15 years of industry experience. Arndt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $5.6M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
24 clients
Average Client Portfolio
$234K average
Assets Under Management
$5.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Ithaca, NY
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
April 2008Employment History
Current Registrations
Centennial Wealth Management INC.
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Centennial Wealth Management INC.
April 2012 - December 2015 · 3 yrs 8 mos
Ic Advisory Services, INC.
August 2008 - November 2011 · 3 yrs 3 mos
State Registrations1 state
NY
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.