ARBOR POINT ADVISORS
Lavista, Nebraska
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

54%

% Discretionary

96%
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
Pension consulting services
Selection of other advisers
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.