Arrowhead Wealth Management Corp. is a registered investment advisor based in Modesto, California, providing custom portfolio management services on an authority-to-trade-without-asking basis. Arrowhead Wealth Management Corp. focuses primarily on tactical asset allocation strategies designed to reduce risk and enhance performance using individual stocks, bonds, mutual funds, options, and exchange-listed securities. In addition to managing direct client accounts, Arrowhead Wealth Management Corp. can recommend and oversee third-party money managers and programs, such as AssetMark. Arrowhead Wealth Management Corp. also offers ongoing investment advisory advice to certain business clients for a fixed fee. The firm is co-owned by Christopher S. Dennis and David Wong.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the sole discretion of Arrowhead Wealth Management Corp.