Arnold Investment Group offers investment advice and financial planning. For investment management, they buy and sell securities on your behalf, tailoring the account to your needs and objectives. They invest in stocks, mutual funds, and bonds. Financial planning involves gathering your financial information, setting goals, and developing a plan to meet those goals. This includes reviewing your assets, liabilities, cash flow, insurance, investments, and tax issues.
Assets Under Management$77M
Clients38
Advisors2
Avg. per Client$2M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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