Arthurs Wealth Management is a registered investment advisor based in Ponte Vedra Beach, Florida, founded by Brandon P. Arthurs in 2019. The firm provides discretionary and non-discretionary portfolio management services tailored to each client's individual needs, investment objectives, and risk tolerance. Arthurs Wealth Management builds customized investment portfolios using a range of securities, including stocks, bonds, mutual funds, exchange-traded funds, certificates of deposit, and municipal securities, and may utilize model portfolios across various risk levels. In addition to ongoing portfolio monitoring and rebalancing, Arthurs Wealth Management offers a complimentary financial plan upon request for clients who participate in portfolio management services. The firm works with individuals, high-net-worth individuals, and business development companies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on individual client circumstances.