Arun Soni is a CFA, CFP-designated registered investment advisor at Avenue 90, based in Palos Park, IL, with 7 years of industry experience. Arun 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, Investment Management, and 3 more. Their firm serves 10 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K - $1.0M | 0.40% |
| $1M+ | 0.25% |
Fee Estimator
Contact
Arun Soni
Location
Palos Park, IL
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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 Activities
Arun is the Board Chair at Clean Wisconsin, a nonprofit organization, since 2022, and has been on the Board of Directors since 2014. He dedicates minimal time to overseeing the organization's mission, strategy, and budget.
Employment History
Current Registrations
Avenue 90
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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
Additional Information
Arun started Avenue 90 Financial to provide clients withstraightforward, yet effective, advice and guidance.