AZ
AZ

Arthur Zapesochny

16 Years of Experience
Boca Raton, FL
Sells Insurance

Arthur Zapesochny is a registered investment advisor at Your Choice Financial LLC, based in Boca Raton, FL, with 16 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 126 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
126 clients
Average Client Portfolio
$294K average
Assets Under Management
$37.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.40%
$2.0M - $5.0M0.80%
$5M+0.60%

Fees are generally negotiable. Clients in Alabama will never be charged a total management fee over 2%.

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

Location

399 Camino Gardens Blvd, Boca Raton, FL, 33432

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Arthur owns investment-related real estate and receives health insurance commissions through Etna as an outside business activity, dedicating minimal time to each. He also serves on the board of directors for Santa Barbara, his HOA, and the University of Rochester alumni association.

Employment History
Current Registrations
Your Choice Financial LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
September 2018 - September 2022 · 4 yrs
Ameriprise Financial Services, LLC
September 2018 - September 2022 · 4 yrs
AXA Advisors, LLC
January 2010 - September 2018 · 8 yrs 8 mos
AXA Advisors, LLCBroker
October 2009 - September 2018 · 8 yrs 11 mos
State Registrations4 states
CAFLMENY
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.