DA
CFP
DA
CFP

Douglas Arnest

13 Years of Experience
Austin, TX
Sells Insurance

Douglas Arnest is a CFP-designated registered investment advisor at Barden Capital Management, INC., based in Austin, TX, with 13 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 202 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
202 clients
Average Client Portfolio
$908K average
Assets Under Management
$183.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $10.0M1.50%
$10M+1.00%

Fees are negotiable.

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

Austin, TX

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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 ActivitiesSells Insurance

Douglas works as a settlement planner for Delta Settlements, requiring a life insurance license and involving structured settlement annuities, dedicating about a quarter of their time. Douglas is also the founder and CEO of 360 Financial, LLC, providing financial planning services and dedicating about a quarter of their time.

Employment History
Current Registrations
Barden Capital Management, INC.
January 2013 - Present · 13 yrs 4 mos
State Registrations1 state
CA
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.
Douglas Arnest - Financial Advisor | TrueAdvisor