Arbor Point Advisors, based out of LaVista, NE, is a renowned regional investment advisory firm with a strong presence in the industry. With 1844 employees, a small percentage of whom are dedicated to providing investment advisory services, they have built a reputation for excellence. Their exceptional asset management expertise is evident in their impressive average of approximately $701,380,000 in assets under management per investment advisor, which surpasses the industry average.
The firm's compensation structure is multifaceted, incorporating various types of remuneration, including a percentage of assets under management. A...
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Assets Under Mgmt
$6.43B
Investment Professionals
215
Locations
138
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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