Jesse Carlucci
Jesse Carlucci is a CFP-designated registered investment advisor at Arrow Investment Management LLC, based in Oklahoma City, OK, with 7 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 150 clients with $59M 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 $300K | 0.95% |
| $300K - $700K | 0.85% |
| $700K - $1.3M | 0.75% |
| $1.3M - $2.0M | 0.65% |
| $2M+ | 0.55% |
Fees are generally negotiable.
Fee Estimator
Contact
Jesse Carlucci
Location
3030 NW Expressway, Suite 300, Oklahoma City, OK, 73112
Get directionsHistory
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
Jesse is a full-time Associate Professor at Midwestern State University and a lecturer for the University of Virginia CFP program since 2022. He spends about 10-20% of his time on course development and teaching online courses for the University of Virginia.
Employment History
Current Registrations
Arrow Investment Management LLC
State Registrations3 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
Jesse is a family financial planner and founder of Arrow Investment Management. He helps everyday Americans reach their financial and lifestyle goals, and is passionate about helping others achieve financial freedom.