Arlington Wealth Management

Wealth Management Firm in Arlington Heights, IL

Firm Info
Address: 21 S Evergreen Ave 1st Floor, Arlington Heights, IL 60005, USA
Phone: (855) 471-5796

Firm Size
Assets Under Management: $119.7 million
# of Advisors: 4
# of Clients: 516
Client to Advisor Ratio: 129:1
Average Account Size: $231,901
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Arlington Wealth Management Overview

Arlington Wealth Management is a fee-only registered investment advisory firm located in Arlington Heights, IL. Founded in 2014, the firm provides investment advice services exclusively to individuals, small businesses, businesses, and institutional clients. The firm offers a range of wealth management services that are tailored to the specific financial goals and objectives of each client. Arlington Wealth Management provides financial planning services that are designed to help clients build wealth and achieve their long-term financial goals. The firm also offers portfolio management services that are tailored to the needs of each individual client. This includes portfolio management services for small businesses, businesses, and institutional clients. In addition to portfolio management and financial planning services, Arlington Wealth Management offers pension consulting services. These services are designed to help clients navigate complex pension regulations, maximize their retirement benefits, and ensure that they have a secure financial future. The firm also offers other wealth management services that are focused on helping clients achieve their financial goals, such as tax planning, estate planning, and risk management. Overall, Arlington Wealth Management is a trusted partner for clients seeking comprehensive wealth management services. With a commitment to providing personalized service and objective advice, the firm helps clients achieve their financial goals and secure their financial future.

ARLINGTON WEALTH MANAGEMENT serves a diverse range of clients, such as individuals, high net worth individuals, and pension/profit sharing plans. Their clients come from various backgrounds and have different financial needs, making it imperative for the firm to have a versatile approach tailored to each client's unique circumstances. As such, the firm provides bespoke services and customized solutions to meet the diverse needs of their clientele. When it comes to fees, ARLINGTON WEALTH MANAGEMENT offers different fee structures depending on the services provided. One option is a percentage of assets under management (AUM), which is an ongoing fee charged as a percentage of the total amount of assets managed. This fee structure is common for investment management services. Additionally, they offer fixed fees, which are a predetermined, one-time charge for specific services. These fees are fixed and do not fluctuate based on the value of the assets managed. The different fee structures make it easier for clients to choose a payment method that works best for them while receiving exceptional financial services.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Arlington Wealth Management's investment management services is $500,000, as stated in their Part 2 Brochure. It should be noted that in some cases, the investment minimum may be negotiated at the discretion of Arlington.

How This Office Can Help Arlington Heights, IL Residents

Arlington Wealth Management is a full-service financial planning firm that provides each client with customized solutions to meet their unique financial needs. They specialize in helping clients in Arlington Heights, IL navigate the complexities of financial planning. Whether they are navigating a life transition, such as retirement or a divorce, or are looking for help with investment management, estate planning, social security, or taxes, Arlington Wealth Management takes a client-focused approach to every aspect of their financial life. Living in Arlington Heights, IL, residents face unique financial challenges, including high property taxes, fluctuating real estate values, and changing job markets. Arlington Wealth Management works with clients to develop a comprehensive financial plan that addresses these challenges and helps them achieve their financial goals. Whether they are looking to save for education or retirement, reduce debt, or protect their future, Arlington Wealth Management provides the expertise, guidance, and personalized attention needed to succeed.

To view the Minimum Investment and Fee Schedule for Arlington Wealth Management, visit their Part 2 Brochure.

Services Offered by Arlington Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Arlington Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 21 S Evergreen Ave 1st Floor, Arlington Heights, IL 60005, USA
Phone (855) 471-5796
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 21 S. EVERGREEN AVENUE, SUITE 100, ARLINGTON HEIGHTS, IL 60005-7800, United States

This firm has no other locations.

State Registrations

Arlington Wealth Management is registered to service clients in the following states:

  • Florida
  • Illinois
  • Indiana
  • Texas
  • Wisconsin

Disciplinary History

Arlington Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.