Charles Arnold is a registered investment advisor at Ideas in Finance, based in Boca Raton, FL, with 27 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 28 clients with $7.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ideas in Finance charges an annual fee based on the value of your investments. The fee ranges from 0.25% to 2.00% per year, depending on the size and complexity of your account and the services provided. Fees are calculated at the end of each month based on the market value of your account at the end of the prior quarter. Fees may be negotiable.
Location
Boca Raton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a Managing Member of Armada Hedge LLC, the General Partner of Armada Absolute Returns L.P., a hedge fund. Armada Hedge LLC has engaged Charles's advisory firm to provide investment management services to the fund, for which the firm is paid a management fee.
Employment History
Current Registrations
Ideas in Finance
Previous Registrations
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
State Registrations1 state
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