Matthew Arnold
Matthew Arnold is a CFP-designated registered investment advisor at Marks Group Wealth Management, INC., based in Minnetonka, MN, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 809 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee varies between 0.15% and 2.00% depending on portfolio value and services rendered. Fees are negotiable.
Fee Estimator
Location
4350 Baker Road, Suite 245, Minnetonka, MN, 55343
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is involved with Marks Group Wealth Management, offering non-variable (fixed) insurance products since 2017. This activity takes minimal time, about 3 hours per month.
Employment History
Current Registrations
Marks Group Wealth Management, INC.
Previous Registrations
LPL Financial LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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
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