Antoine Wealth Management is an independent registered investment advisor based in Conway, Arkansas, founded in 2021 and led by Daniel J. Antoine. The firm offers comprehensive and modular financial planning covering cash flow and budgeting, retirement, tax strategies, estate planning, education funding, divorce planning, and employee benefits. In addition to planning, Antoine Wealth Management provides continuous portfolio management services using strategies such as Modern Portfolio Theory, active management, and passive indexing through mutual funds and exchange-traded funds. The firm serves individuals, high-net-worth clients, and small businesses, operating as a fiduciary required to act in your best interest at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. Clients utilizing the ongoing installment planning plan pay a reduced asset-based fee of 0.35% for portfolio management.