Arnold Civins
Arnold Civins is a registered investment advisor at United Capital Financial Advisors, based in Scotch Plains, NJ, with 2 years of industry experience. Arnold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 7 more. Their firm serves 25,510 clients with $25B 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 | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable and may vary based on portfolio size, services, and custodian. Minimums and fee schedules can be modified at United Capital Financial Advisors' discretion.
Fee Estimator
Location
Scotch Plains, NJ
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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
Arnold is a partner at Citrin Cooperman & Co, where he works as an accountant providing accounting and tax services. This non-investment related activity takes about three-quarters of his time.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Apexium Financial LP
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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