BA
BA

Brandon Arthurs

18 Years of Experience
Ponte Vedra Beach, FL

Brandon Arthurs is a registered investment advisor at Arthurs Wealth Management, based in Ponte Vedra Beach, FL, with 18 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 129 clients with $95M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
129 clients
Average Client Portfolio
$736K average
Assets Under Management
$94.9M

Fee Structure

Minimum Investment:$20K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fee is negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

220 Ponte Vedra Park Drive, Suite 200, Ponte Vedra Beach, FL, 32082

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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
Arthurs Wealth Management
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2009 - July 2019 · 10 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - July 2019 · 10 yrs 4 mos
Banc of America Investment Services, INC.
November 2007 - March 2009 · 1 yr 4 mos
Banc of America Investment Services, INC.Broker
November 2007 - March 2009 · 1 yr 4 mos
Jefferson Pilot Securities CorporationBroker
April 2007 - November 2007 · 7 mos
State Registrations2 states
FLNC
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.