Cody Gunn is a registered investment advisor at Arrowstone Wealth, LLC, based in Malaga, WA, with 17 years of industry experience. Cody 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 43 clients with $41M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
43 clients
Average Client Portfolio
$957K average
Assets Under Management
$41.2M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fee schedule is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Malaga, WA
Get directionsHistory
Regulatory History (2)
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Regulatory
June 2021Final
Customer Dispute
July 2020Settled
Employment History
Current Registrations
Arrowstone Wealth, LLC
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Garland Capital Management INC
November 2008 - July 2014 · 5 yrs 8 mos
State Registrations1 state
WA
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.