SA
CFP
SA
CFP

Seth Arbogast

15 Years of Experience
Camp Hill, PA

Seth Arbogast is a CFP-designated registered investment advisor at Invariant Investment Management, based in Camp Hill, PA, with 15 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 313 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
313 clients
Average Client Portfolio
$584K average
Assets Under Management
$182.7M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Grandview Avenue, Suite 103, Camp Hill, PA, 17011

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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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Other Business Activities

Seth is the Principal of Invariant Tax Services, dedicating minimal time in a supervisory role. He is also a Managing Member of Invariant Real Estate I and II, spending a few hours per week overseeing operations of both companies.

Employment History
Current Registrations
Invariant Investment Management
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Team Financial Managers
October 2010 - December 2013 · 3 yrs 2 mos
State Registrations1 state
PA
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.
Seth Arbogast - Financial Advisor | TrueAdvisor