Forty Three Eighteen Advisors, LLC

CRD#157712
Investment Advisor Firm

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Overview

Forty Three Eighteen Advisors, LLC is an advisory firm that has its headquarters in Bentonville, Arkansas. Forty Three Eighteen Advisors, LLC handles $61.7 million in total assets throughout 95 accounts. Forty Three Eighteen Advisors, LLC has a small group of one employee who is a financial advisor. Forty Three Eighteen Advisors, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as options, bonds and stocks.

Forty Three Eighteen Advisors, LLC manages 86 of the firm's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell choices without requiring client consent. It also manages nine non-discretionary accounts with a total of $2.8 million in assets under management. The company's average account size is $649,642. Under $100,000 of its investments for financial planning services were in securities, with under $100,000 placed in non-securities. The typical financial advisor at Forty Three Eighteen Advisors, LLC oversees about 95 client accounts.

The company's headquarters is at 1202 Ne Mcclain Rd, Bentonville, Arkansas 72712. The firm is legally permitted to provide services to customers across 2 states, including Arkansas and Florida.

Assets Under Management

$61.7 million

Number of Advisors

1

Disclosures

No

Office Location

1202 Ne Mcclain Rd
Bentonville, AR 72712

Forty Three Eighteen Advisors, LLC by the Numbers

Total Assets Under Management

$61.7 million

National Average: $3.7 billion
Total Number of Employees

1

National Average: 29
Total Number of Accounts

95

National Average: 2,073
Average Account Size

$649.6 thousand

National Average: $1.8 million

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Products and Services

Services provided by Forty Three Eighteen Advisors, LLC can include financial planning services and portfolio management for individuals and small businesses. However, the firm did not provide financial planning services to any of its customers in the prior fiscal year. The firm does not sell products or offer services apart from investment advisory services to its investment advisory accounts.

Core Advisor Services

  • Offered by 45% 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.

  • Offered by 62% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    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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Fee Structure

Financial advisory fees depend on which services the firm provides the client. Fee types charged by the firm can include the following fee structures: asset-based, hourly or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm. The firm has the ability to withdraw its fees directly from customer accounts.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 35% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It works with retail investors, high net worth investors, pension plans and charitable organizations. Out of its 95 accounts, Forty Three Eighteen Advisors, LLC's biggest client type is high net worth investors, but it also serves 22 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are non-U.S. persons.

  • High-Net-Worth Individuals* - 56.41%
  • Other Individuals - 35.9%
  • Corporations - 5.13%
  • Charitable Organizations - 2.56%

* 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

Forty Three Eighteen Advisors, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Forty Three Eighteen Advisors, LLC

Jack Parks
Bentonville, AR

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This content was compiled from the SEC and FINRA

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.