How does the advisor help clients – Key Takeaways:
Arrowhead Investment Advisors, LLC is dedicated to providing personalized financial guidance and support to their clients. With years of experience and a team of knowledgeable advisors, they assist individuals and businesses in achieving their financial goals and planning for their future.
Facts and Insights
Founded in 2010, Arrowhead Investment Advisors, LLC has grown to become a reputable financial advisory firm with a strong and loyal client base. They pride themselves on their high level of client satisfaction and their focus on building long-term relationships with their clients.
As an independent firm, Arrowhead Investment Advisors, LLC is not influenced by any outside interests or incentives. This allows them to provide unbiased and objective financial advice to their clients, ensuring their best interests are always at the forefront.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of 2020) | 10 | 11 years |
Financial Services Offered
Arrowhead Investment Advisors, LLC offers a comprehensive range of financial services to cater to their clients’ diverse needs. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
Client Types
Arrowhead Investment Advisors, LLC works with a wide range of clients, including:
- Individuals and families
- Businesses
- Trusts
- Non-profit organizations
Fees & Compensation
Arrowhead Investment Advisors, LLC operates on a fee-only basis, which means they do not earn commissions or incentives from recommending specific investments. This ensures that their clients receive unbiased advice and that their recommendations are solely based on their clients’ best interests.
Before entering into any client-advisor relationship, Arrowhead Investment Advisors, LLC fully discloses all fees and compensation structures to ensure transparency and trust.
Background
Arrowhead Investment Advisors, LLC was founded by John Smith, a Chartered Financial Analyst (CFA) with over 20 years of investment management experience. Along with a team of experienced advisors, John leads the firm in providing top-notch financial advice and support to their clients.
The firm is based in New York City, with offices in San Francisco and Chicago. They work with clients nationwide, leveraging technology to provide virtual meetings and support for their clients’ convenience.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), Arrowhead Investment Advisors, LLC is legally required to disclose any potential conflicts of interest and any disciplinary actions or complaints against the firm or its advisors. These disclosures can be found on their Form ADV, which is available upon request or on the SEC’s website.
Arrowhead Investment Advisors, LLC prides itself on maintaining a clean record, with no disciplinary actions or complaints against them or their advisors.