EA
EA

Enoch Arnett

18 Years of Experience
Staunton, VA
Broker

Enoch Arnett is a registered investment advisor at Osaic Institutions, INC., based in Staunton, VA, with 18 years of industry experience. Enoch operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
563 advisors
Number of Clients
7,211 clients
Average Client Portfolio
$558K average
Assets Under Management
$4.0B

Fee Structure

Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.

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Location

1030 Richmond Rd, Staunton, VA, 24402

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Osaic Institutions, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Osaic Institutions, INC.
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Infinex Investments, INC.Broker
April 2015 - November 2018 · 3 yrs 7 mos
Infinex Investments, INC.
April 2015 - November 2018 · 3 yrs 7 mos
Bb&t Investment Services, INC.
July 2014 - March 2015 · 8 mos
Bb&t Investment Services, INC.Broker
March 2014 - March 2015 · 1 yr
Horace Mann Investors INCBroker
May 2007 - February 2014 · 6 yrs 9 mos
Edward JonesBroker
August 2005 - February 2006 · 6 mos
State Registrations1 state
VA
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.
Enoch Arnett - Financial Advisor | TrueAdvisor