Tristan Thoms is a registered investment advisor at Arkfeld Wealth Strategies, L.L.C., based in Omaha, NE. Tristan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 937 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arkfeld Wealth Strategies charges a fee based on the value of your portfolio, up to a maximum of 2.0% annually, subject to a $500 minimum per year. The exact fee is negotiated with each client. Fees are calculated and charged quarterly, based on the value of your portfolio at the end of the previous quarter.
Location
3512 N. 163rd Plaza, Omaha, NE, 68116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Arkfeld Wealth Strategies, L.L.C.
State Registrations1 state
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