We serve individuals, wealthy families, business owners, retirees, athletes, doctors, attorneys, dentists and work with clients transitioning jobs to review their 401k Rollover/Pension options.

Investments are never comingled; they are held in separate accounts in each client’s name, or in a trust, by a qualified custodian. We currently use Interactive Brokers as our custodian but not limited to using other custodians like Schwab or Fidelity depending on client needs.

Yes, we adhere to a fiduciary standard. This means we are required to act in the best interest of our clients at all times.

We are a fee only advisor. Meaning, we do not sell products or receive commissions. Our annual investment management fee is 1% but negotiable depending on account size. We do better when our clients do better.

Our clients review their portfolios with their investment advisor typically annually or semi-annually but more frequently as requested on demand. Our goal is to always be available when our clients need us however, they will get a quarterly statement regardless.

No. We do not believe an advisor can act in a fiduciary capacity while selling financial products. We do review insurance needs as part of our wealth management program and maintain relationships with reputable insurance providers for referral when we feel it’s necessary. However, we do not receive compensation for any outside referrals we make.

Typically, we own equities (stocks), exchange traded funds and fixed income (bonds or preferred stocks) with varying degrees of risk exposure. We also implement options strategies for clients as we feel leverage can be beneficial to clients during certain market conditions.

No. We prefer to specialize in investments; however, we oftentimes coordinate with clients existing accountants and attorneys to make sure our clients are taken care of holistically. We also maintain a strong professional network from which to make referrals.

Currently we are registered as an Investment Advisor in Florida and North Carolina. However, we are not limited to working with clients throughout the United States.

Yes. Most all of our clients have downloaded our custodian’s app in the app store but clients also have access remotely from any PC as well.

The actual number fluctuates. Arthurs Wealth Management LLC manages millions in assets as opposed to trillions. This allows us to be highly selective and know all our portfolios in and out. Our goal isn’t to be the biggest, it’s to be the best.

Yes. An active tax management strategy can be beneficial to clients who accumulate wealth. Knowing our clients tax situation can help them keep more of what they earn.

We oftentimes act as a CFO for our clients because they know our opinion is unbiased and in their best interest. Meaning, they might ask for advice on a large purchase like a new car, boat, home, property or investing in a new business venture.