Arthur Everly
Arthur Everly is a ChFC-designated registered investment advisor at Wealth Management Resources, INC., based in Smithfield, RI, with 46 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 622 clients with $390M 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 $500K | 1.00% |
| $500K - $1.5M | 0.67% |
| $1.5M+ | 0.33% |
Fees are negotiable. Family household account values may be combined to reach lower fee breakpoints.
Fee Estimator
Location
28 Cedar Swamp Road, Suite One, Smithfield, RI, 02917
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 ActivitiesSells Insurance
Arthur is a licensed life and health insurance agent, selling insurance products since 1994. He also serves as a board member for Partnership to Reduce Cancer in RI, dedicating minimal time to attending board meetings.
Employment History
Current Registrations
Wealth Management Resources, INC.
Previous Registrations
Wealth Management Resources, INC.Broker
Commonwealth Equity Services, INC.Broker
Guardian Investor Services CorporationBroker
Phoenix Equity Planning CorporationBroker
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
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