How does the advisor help clients – Key Takeaways:
- Acting as a financial expert without explicitly stating it, ARVEST WEALTH MANAGEMENT offers a range of financial services to clients.
- Their team of experienced advisors help clients manage assets, achieve financial goals, and make informed investment decisions.
- From retirement planning to risk management, ARVEST WEALTH MANAGEMENT provides comprehensive financial solutions tailored to each client’s unique needs and goals.
Facts and Insights
Founded in 1999, ARVEST WEALTH MANAGEMENT has over 20 years of experience in the financial industry. With a team of over 300 advisors and over $50 billion in assets under management, they have established themselves as a trusted and reputable financial advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 billion | 300+ | 20+ years |
Financial Services Offered
ARVEST WEALTH MANAGEMENT provides a comprehensive range of financial services, including:
- Investment management and advisory services
- Retirement planning
- Education planning
- Estate planning
- Tax planning
- Risk management
- Insurance and annuities
Client Types
ARVEST WEALTH MANAGEMENT serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Institutions
Fees & Compensation
ARVEST WEALTH MANAGEMENT charges a fee based on a percentage of the assets under management. This fee is typically between 0.5% to 2% depending on the level of assets, complexity of the client’s financial situation, and scope of services provided. They do not receive any commissions or kickbacks from the products they recommend, ensuring they always act in the best interest of their clients.
Background
ARVEST WEALTH MANAGEMENT is a subsidiary of ARVEST BANK, one of the largest privately held banks in the United States. This affiliation allows them to access a wide range of financial products and services to better serve their clients’ needs. They also have a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a trusted financial advisor, ARVEST WEALTH MANAGEMENT is transparent about their practices and encourages clients to stay informed about their investments. Some important disclosures to note include:
- They are a registered investment advisor with the Securities and Exchange Commission (SEC).
- They have a fiduciary duty to act in the best interest of their clients.
- They may receive compensation from third-party companies for referring clients to their products or services.
- They have a potential conflict of interest when recommending certain investment products.
- They have a thorough compliance program to ensure they are adhering to all regulatory requirements.