Arbor Point Advisors
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Overview
Arbor Point Advisors is located at 12325 Port Grace Blvd., La Vista, NE. The firm employs 208 financial advisors to manage client portfolios and provide financial guidance. Arbor Point Advisors is not a registered broker-dealer.
Arbor Point Advisors oversees $6.9 billion in assets under management across 28,010 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 51 and 100 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Arbor Point Advisors includes asset-based, hourly, and fixed fees. The firm has 1,564 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, trust company, insurance company or agency, and pension consultant.
Arbor Point Advisors is registered in the states of Alabama, Alaska, Arizona, Arkansas, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, California, Colorado, Florida, Idaho, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, Louisiana, Illinois, and Iowa.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Arbor Point Advisors by the Numbers
$6.9 billion
2,643
28,010
$247.4 thousand
Products and Services
Arbor Point Advisors offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. In the prior fiscal year, Arbor Point Advisors provided 51-100 of its accounts with financial planning services. The Company does not sell products or offer services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically are based on which services are offered. Fees billed by Arbor Point Advisors most likely include any combination of the following fee structures: asset-based, hourly, or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Arbor Point Advisors.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with a broad range of customers. It caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, Arbor Point Advisors's biggest client group by number of accounts is high net worth investors, although it also manages money for 1564 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 9.02%
- Other Individuals - 89.44%
- Corporations - 1.51%
- Charitable Organizations - 0.03%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Arbor Point Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Arbor Point Advisors
Omaha, NE
Omaha, NE
Malaga, WA
Pocatello, ID
Boise, ID
Daytona Beach Shores, FL
Omaha, NE
Auburn, AL
Atlanta, GA
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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