AB
CFA
AB
CFA

Arthur Brachowski

19 Years of Experience
Warren, NJ

Arthur Brachowski is a CFA-designated registered investment advisor at Captrust, based in Warren, NJ, with 19 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
924 advisors
Number of Clients
36,839 clients
Average Client Portfolio
$29.4M average
Assets Under Management
$1083.1B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $5.0M1.25%
$5M+1.00%

Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

15 Independence Boulevard, Suite 410, Warren, NJ, 07059

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Captrust
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - September 2024 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - September 2024 · 1 yr 10 mos
Captrust
March 2022 - September 2022 · 6 mos
Northern Lights Distributors, LLCBroker
November 2014 - April 2015 · 5 mos
Wellesley Investment Advisors, INC.
October 2014 - April 2015 · 6 mos
Resource Securities, INC.Broker
June 2014 - October 2014 · 4 mos
Rafferty Capital Markets, LLCBroker
April 2012 - June 2014 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2005 - March 2012 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2004 - March 2012 · 7 yrs 3 mos
Assent LLCBroker
July 2003 - August 2003 · 1 mo
Trillium Trading LLCBroker
June 2003 - April 2004 · 10 mos
Heartland Securities CORP.Broker
January 1999 - June 2003 · 4 yrs 5 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.
Arthur Brachowski - Financial Advisor | TrueAdvisor