Arnold & Mote Wealth Management provides personalized financial planning and investment management services. They help clients with financial goals, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Arnold & Mote Wealth Management is a fee-only firm, meaning they don't accept commissions and act in your best interest.
Assets Under Management$170M
Clients133
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$34M
Fee Structure
Arnold & Mote Wealth Management's wealth management fee is a flat annual amount based on your needs and goals. The annual fees are paid quarterly. The flat fee for wealth management services ranges between $11,600 (for individuals) and $13,200 (for couples) per year but may be more or less depending on the complexity of your situation.
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