Arnerich Massena, Inc

CRD#116395
Investment Advisor Firm

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Overview

Arnerich Massena, Inc operates as a financial advisor firm located in Portland, Oregon. Arnerich Massena, Inc administers $2.1 billion in assets under management over 279 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). It has a small group, including 10 financial advisors. Arnerich Massena, Inc does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as options, bonds and equities.

Arnerich Massena, Inc oversees the majority of the company's client assets on a discretionary basis. Discretionary management means that buy and sell choices are made by a portfolio manager without requiring the customer's consent. The company also has 51 non-discretionary accounts totaling $1.0 billion in assets. The advisory firm manages roughly $7.4 million for every client account. The average advisor at Arnerich Massena, Inc manages around 28 client accounts, placing it towards the middle in terms of personalization.

The firm's main office is at 650 Ne Holladay Street, Portland, Oregon 97232-2047. Arnerich Massena, Inc is registered to serve clients throughout 4 states, including California, Oregon, Texas and Washington.

Assets Under Management

$2.1 billion

Number of Advisors

10

Disclosures

No

Office Location

650 Ne Holladay Street
Portland, OR 97232-2047

Arnerich Massena, Inc by the Numbers

Total Assets Under Management

$2.1 billion

National Average: $8.6 billion
Total Number of Employees

25

National Average: 64
Total Number of Accounts

279

National Average: 375,227
Average Account Size

$7.4 million

National Average: $23.0 thousand
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Products and Services

Arnerich Massena, Inc offers a variety of financial services, including 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 past financial year, the company provided 101-250 of its customers with financial planning services. The firm is involved in selling products or offering services different than investment advice to its clients.

Core Advisor Services

  • 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.

  • 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.

  • 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

  • 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.

  • Find a firm that offers this service

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 6% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

A financial advisor's fees are based on the type of services offered. However, fee types charged by the firm likely include some combination of the following fee structures: asset-based, hourly, fixed, performance-based or other. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

Available

  • Offered by 69% 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 21% 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 26% 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.

  • Offered by 32% of firms

    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.

  • Offered by 10% of firms

    Other

    Show Explanation

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

Unavailable

  • Find one of the 1% 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 0% 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.

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Types of Clients

The company provides services to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 279 accounts, Arnerich Massena, Inc's largest client group is high net worth investors, though it also caters to 147 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 53.07%
  • Other Individuals - 33.21%
  • Corporations - 0.36%
  • Charitable Organizations - 13.36%

* 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

Arnerich Massena, Inc does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Arnerich Massena, Inc

Matthew Sampson
Portland, OR
Reegan Rae
Portland, OR
Glen Goland
Portland, OR
Karl Hausafus
Portland, OR
Ryland Moore
Portland, OR
David Janec
Portland, OR
Melody Behnke
Portland, OR

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The content in this profile was updated by SmartAsset on 4/16/2023. 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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