Arlen Wealth Management, LLC has been in business since June 2008 and is based in Sarasota, Florida. The registered investment advisor is principally owned and managed by John K. Duggan, Jr. Arlen Wealth Management provides continuous investment advisory services to individuals, trusts, estates, and charitable organizations. The firm develops a long-term economic outlook and shorter-term market dynamics outlook for each client, utilizing both fundamental and technical analysis. Through personal discussions, Arlen Wealth Management incorporates an investment policy statement into each client's agreement to define unique investment objectives, risk tolerances, and any restrictions or guidelines. The firm builds portfolios using cash equivalents, bonds, notes, mutual funds, individual equity securities, and exchange-traded funds. Arlen Wealth Management has authority to make trades without asking first across all the client assets it manages.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The typical management fee is 1% per year. Fees are negotiable based on individual circumstances such as account type, account size, and expected future contributions.