Arinze Anakwenze is a registered investment advisor at Fern Financial Group, LLC, based in Scottsdale, AZ, with 1 years of industry experience. Arinze operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 78 clients with $63M 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 $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable. The AssetMark Platform fee is included in the fee schedule. If a Third-Party Manager is utilized, Fern Financial will adjust its Advisor Fee to ensure that Total Annual Fees do not exceed 1.2% annually.
Fee Estimator
Location
Scottsdale, AZ
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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
Arinze works as an enrollment coordinator for Global Care Medical Group IPA, assisting patients with Medicare health plan benefits, dedicating a few hours per week. He also works as a membership concierge for Life Time fitness gym, spending about 10-20% of his time helping members and potential clients.
Employment History
Current Registrations
Fern Financial Group, LLC
Previous Registrations
Edelman Financial Engines
State Registrations1 state
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