Arno Mayer
Arno Mayer is a CFA, CFP-designated registered investment advisor at Financial Trust Asset Management Chartered, based in Delray Beach, FL, with 39 years of industry experience. Arno operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 143 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
Delray Beach, FL
Get directionsHistory
Regulatory History (1)
Regulatory
February 1997Other Business Activities
Arno is the CEO of Financial Trust Research Partners, LLC, where he conducts and writes market research. He spends about 10-20% of his time on this investment-related activity, providing review and guidance on investment research.
Employment History
Current Registrations
Financial Trust Asset Management Chartered
Previous Registrations
Steinberg Global Asset Management LTD
Stephens INC.Broker
Funds Distributor, INC.Broker
Sierra Investment Services CorporationBroker
Eden Financial Funds Group, INC.Broker
Great Western Financial Securities CorporationBroker
Griffin Financial ServicesBroker
Pamco Securities and Insurance ServicesBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.