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Arvette Reid

6 Years of Experience
Tyson's Corner, VA

Arvette Reid is a registered investment advisor at Seia, based in Tyson's Corner, VA, with 6 years of industry experience. Arvette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 9,833 clients with $23B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
142 advisors
Number of Clients
9,833 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$22.5B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.5M1.30%
$2.5M - $5.0M1.20%
$5.0M - $10.0M1.10%
$10M+1.10%

Actual fees are negotiated based on unique client objectives, complexity, and asset types. Fees for amounts over $10M are negotiable. Fixed-income portfolio schedules have lower ranges (0.25% to 1.00%).

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

1650 Tyson's Bl., Suite 1575, Tyson's Corner, VA, 22102

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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 Activities

Arvette is a Client Services Director at SEIA LLC, a registered investment advisor, since 2017. This role involves RIA sales and service and takes up a full-time commitment.

Employment History
Current Registrations
Seia
September 2020 - Present · 6 yrs 1 mo
State Registrations1 state
VA
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.