Artica Financial Services provides financial planning, divorce planning, investment management, cash management, and consulting services to individuals and small businesses. They tailor services to client needs, covering financial objectives, cash flow, tax planning, insurance, investments, employee benefits, education funding, estate, and retirement planning. Artica Financial Services is fee-only and doesn't receive commissions.
Fee Structure
Artica Financial Services offers financial planning and investment services for clients on a fee-only basis. Artica charges based upon an ongoing subscription based fee. This subscription fee is based upon complexity and annual gross income at the time the initial contract is signed. Then, in proceeding years, the ongoing subscription fee may be adjusted annually during the first quarter of the calendar year after client notification.