Arnold and Mote Wealth Management
Assets Under Management
$128.3M
Number of Clients
125
Number of Advisors
4
Average Client AUM
$1.0M
AUM per Advisor
$32.1M
Compensation
Fixed/Hourly
About This Firm
Arnold & Mote Wealth Management provides personalized financial planning and investment management services. They offer advice on financial objectives, problem-solving, tax planning, insurance review, education funding, retirement planning, and estate planning. The firm manages employer retirement accounts and assists with tax return coordination.
Fee Structure
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location
1202 Dina Court, Suite B, Hiawatha, IA, 52233
