- Financial Planning
- Portfolio Management for Individuals & Small Businesses
- Portfolio Management for Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Others Advisors
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
- Charitable Organizations
- State & Municipal Govt Entities
- Corporations or Other Businesses Not Listed Above
Available Fee Structures
- Percentage of Assets Under Management (AUM)
- Fixed Fees (Other than subscription)
Arvest Wealth Management Overview
Arvest Wealth Management is a broker-dealer firm that provides investment advice and a variety of financial services to clients. The firm has been in business since 2005, establishing itself as a trusted authority in the financial industry. Arvest Wealth Management operates under a fee-based arrangement, which means that clients are charged a fee for the services they receive. The firm is headquartered in Rogers, Arkansas, and offers financial planning, portfolio management, and pension consulting services to individuals, small businesses, and institutional clients. Arvest Wealth Management has a team of experienced advisors who are committed to helping clients achieve their financial goals. One of Arvest Wealth Management's unique features is its selection of other advisors. This means that the firm has the ability to choose advisors who are best suited to a client's needs and goals. The firm believes in providing personalized investment advice and creating customized investment plans for clients. Overall, Arvest Wealth Management is a reliable and trustworthy firm that has a strong track record of success. With its wide range of services and experienced advisors, it is well-positioned to help clients achieve their financial goals.
Arvest Wealth Management serves a diverse array of clients, including individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, state or municipal government entities, and other corporate types not explicitly listed. The firm's expertise in investment management and financial planning ensures that their clients can feel confident in their ability to oversee complex portfolios and achieve their financial goals. Arvest Wealth Management's fee structures are flexible and tailored to the specific needs of their clients. Depending on the service provided, clients may be charged a percentage of their assets under management (AUM), which incentivizes the firm to continue growing the portfolio and maximizing returns. Alternatively, clients may opt for fixed fees, which provide more predictability in billing. The firm's transparent fee structure, in combination with their commitment to providing personalized service and investment advice, ensures that Arvest Wealth Management's clients receive the highest quality services.
Typical Clients, Fee Structures & Investment Minimum
According to the Part 2 Brochure of Arvest Wealth Management, the firm does not have a minimum asset amount requirement for their Retirement Plan Consulting accounts. However, it is mentioned on page 14 of 24 that various plan custodians may have their own investment minimums, which may vary based on the type of account or investment product. Therefore, potential investors are advised to consult with the relevant custodians or investment advisors to determine the minimum investment amount required.
How This Office Can Help Bentonville, AR Residents
Arvest Wealth Management is committed to providing personalized financial planning to individuals living in Bentonville, AR. With their team of experienced financial advisors, they assist clients in making informed decisions regarding their investments, retirement planning, insurance, and estate planning. As a growing and dynamic community, many individuals living in Bentonville may be facing unique financial situations. For example, residents may be experiencing changes to their income and expenses due to the growth of local businesses or technological advancements. Additionally, as the cost of living continues to rise, individuals may need guidance in managing their financial resources and achieving their long-term financial goals. Arvest Wealth Management offers a diverse range of financial services that help clients address their individual financial needs and achieve financial success.
Services Offered by Arvest Wealth Management
Core Advisor Services
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.
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.
Financial advisory fees usually are based on the services provided. Fee types charged by Arvest 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.
Percentage of Assets Under Management (AUM)
This fee structure charges a percentage of the assets under management by the firm. Fee structures are often tiered based on the amount of assets managed, with higher AUM often charged a lower rate.
Between 0.50% and 2.00% of assets under management (annually), often lower for a robo advisor. Fees are typically charged quarterly by the firm and will show on your investment statement. View typical advisor costs here.
~96% of registered firms offer this fee structure.
If you have $1 million managed by a firm at a 1% management fee, you would be charged $10,000/year to manage your assets (or $2,500 per quarter). This would be automatically deducted from your investment portfolio.
Fixed Fees (Other than subscription)
Fixed fees are a one-time, lump-sum payment rendered for a specific service, such as creating a financial plan without ongoing management or implementation. This option is beneficial if you solely require guidance for a particular objective rather than a long-term consultancy or asset management.
Fixed fees for creating a financial plan often range from $1,000 to $3,000.
~49% of registered firms offer this fee structure.
If you did not want a firm to manage your assets but needed to create a retirement plan, life transition plan such as divorce or loss of a spouse, estate transition plan, business financial plan, or any other financial planning, you could consult with an RIA firm to help you with the creation of that plan.
Similar to an attorney, a financial consultant might charge fees based on hourly rates. This fee structure can be advantageous when seeking specific or ad hoc advice.
Charges generally span from $150 to $400 per hour, depending on the extent of the services required.
~33% of registered firms offer this fee structure.
If you needed hourly consulting to sell a business or transfer your estate to your children but did not want your assets managed by a firm, you could consult a firm at an hourly rate to answer any questions you may have.
Subscription (Newsletter or Periodical)
Occasionally, advisors are compensated through commissions by selling certain financial products, such as mutual funds or life insurance policies, or as a broker-dealer by facilitating the buying and selling of securities. Advisors who receive commissions may be incentivized to make specific suggestions to clients in order to secure a commission. Advisors who operate on a fee-only basis do not earn commissions, whereas fee-based advisors may do so.
Often 3% - 6% of the value of the security.
Only ~3% of registered firms say they offer this fee structure, but other advisors may receive “soft dollars”. Many mutual funds charge 12b-1 fees to cover the promoting and selling of the fund’s shares. While your advisor does not charge these fees, they may receive a kickback for recommending the investment.
An advisor selling their client on a life insurance policy and receiving a commission on the sale of that policy, or recommending a specific investment and receiving a kickback for that recommendation.
Advisors typically obtain performance-based fees if a portfolio surpasses a predefined benchmark. This fee is determined through various methods, but is most commonly assessed as a percentage of investment gains. Performance-based fees may incentivize advisors to undertake riskier decisions in pursuit of generating higher returns.
“Two and Twenty” is common among hedge funds with a 2% management fee and a 20% incentive fee above the “hurdle rate,” or performance threshold the fund is compared against.
32% of registered firms offer this fee structure.
20% of fund growth in excess of S&P 500’s 7% growth for that year = 15% hedge fund growth - 7% S&P 500 growth = 8% difference x 20% = 2% performance fee (in addition to the management fee).
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.
Other Office Locations
Displaying 6 office locations:
Arvest Wealth Management is registered to service clients in the following states:
- District of Columbia
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Puerto Rico
- Rhode Island
- South Carolina
- South Dakota
- West Virginia
Arvest Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.