Arsenal Financial Group, operating as Arsenal 401k Advisors and Arsenal Wealth Advisors, provides consulting services to benefit plan sponsors and financial planning to individuals. Arsenal 401k Advisors assists clients with understanding their fiduciary duties related to retirement plans. Arsenal Wealth Advisors offers financial planning services, including retirement funding analysis, education planning, insurance needs advising, estate planning, asset allocation, and tax advising. They may also recommend third-party investment advisors.
Fee Structure
Arsenal Wealth Advisors does not directly manage investments. Instead, they recommend third-party investment advisors. If you use a third-party advisor recommended by Arsenal Wealth Advisors, the annual fee is negotiable between 0.40% and 2.00% of your portfolio. This fee is paid to Arsenal Wealth Advisors, but withdrawn by the third-party advisor. Alternatively, Arsenal Wealth Advisors may act as a solicitor for the third-party advisor, sharing in a portion of the third-party advisor's management fee, typically ranging from 0.40% to 2.00%.