Quinn Arnold is a registered investment advisor at Arnold and Mote Wealth Management, based in Hiawatha, IA, with 9 years of industry experience. Quinn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 133 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arnold & Mote Wealth Management's wealth management fee is a flat annual amount based on your needs and goals. The annual fees are paid quarterly. The flat fee for wealth management services ranges between $11,600 (for individuals) and $13,200 (for couples) per year but may be more or less depending on the complexity of your situation.
Contact
Quinn Arnold
Location
1202 Dina Court, Suite B, Hiawatha, IA, 52233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Arnold and Mote Wealth Management
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.
Exams
Additional Information
Arnold & Mote Wealth Management crafts successful, realistic financial plans with families. Our independent, fiduciary advice matches your financial strengths with opportunities to save and earn more, and give purpose to your work and money.