Blake Bagshaw is a CFP, ChFC-designated registered investment advisor at Arven Wealth Management LLC, based in Hillsboro, OH, with 6 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. Clients may pay additional fees of up to 0.50% if a sub-advisor is used.
Fee Estimator
Location
8414 State Route 124, Hillsboro, OH, 45133
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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
Blake is a passive investor and shareholder in Bagshaw Holdings, LLC and Arven Investments, LLC, and has partial ownership in Bagshaw Properties, LTD. He is also a board member of AxisPoint Alliance LLC, dedicating minimal time to each activity.
Employment History
Current Registrations
Arven Wealth Management LLC
Previous Registrations
Sims Investment Management LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
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.