Arrowhead Wealth Management CORP.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$31M
Clients149
Advisors2
Avg. per Client$210K
Avg. per Advisor$15M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable at the sole discretion of Arrowhead Wealth Management Corp.

Fee Estimator
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Location

2 Advisors at this firm

Arrowhead Wealth Management CORP. - Fees, AUM & Advisors | TrueAdvisor