Arcie Petty is a registered investment advisor at Simplicity Wealth, based in Lakewood, OH, with 4 years of industry experience. Arcie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.
Fee Estimator
Location
17415 Northwood Ave, Suite 201, Lakewood, OH, 44107
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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
Arcie is self-employed in real estate in Cleveland, OH, since 2015, acting as a developer, landlord, and manager. This involves placing tenants, collecting rent, coordinating repairs, and paying bills, taking about 10-20% of Arcie's time.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Wizest INC.
Edward Jones
Edward JonesBroker
State Registrations1 state
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
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