Arnold & Mote Wealth Management provides comprehensive financial planning and investment management services to individuals, trusts, and small businesses. The firm operates as a commission-free, fee-only practice, meaning they do not sell financial products or receive commissions. Services cover retirement planning, tax planning, insurance and risk management reviews, investment management, education funding, and estate planning. Portfolios are built primarily using globally diversified, low-cost index mutual funds and exchange-traded funds through Charles Schwab & Co. Clients receive ongoing advice and portfolio monitoring, with a strong focus on strategic asset allocation and cost minimization.
Fee Structure
Arnold & Mote Wealth Management includes investment management as part of their comprehensive wealth management service. Fees are charged as a flat annual amount based on your needs and financial complexity, and are paid in arrears on a quarterly basis:
- Individuals — $12,000 per year
- Couples — $13,600 per year
Fees may vary depending on factors such as the scope of services provided, complexity of your situation, and the amount of assets managed. There is no account minimum required for wealth management services.
