![]() ![]() Fee types billed by Arq Wealth Advisors, LLC most likely are comprised of any combination of asset-based and fixed fees. Arq Wealth Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services.įees charged by financial advisors largely depend on the type of services offered. Of its 1,207 accounts, 39% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm advises one charitable organizations. It controls $420 million in total assets among its 1,207 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Siegel holds Series 63 and Series 66 licenses, designating them as a securities agent, and can work in Arizona and New York.Īrq Wealth Advisors, LLC is an advisory firm based out of Scottsdale, AZ. They have worked at Arq Wealth Advisors, Llc for their entire career. Siegel works at Arq Wealth Advisors, LLC. This should increase the speed with which you can convert a prospect to a client.Richard Siegel is a certified financial planner based out of Scottsdale, Arizona who has 15 years of relevant experience. It is a very clever way to show what your business can offer as a ‘one stop shop’ that really cares about clients and their wealth. This could result in an increase in AUM from your existing clients already using your financial planners. Through the same reporting tool, existing clients who use your financial advisors can compare third party portfolios. If the report shows poor performance by the third party, the clients will have a ‘call to action’ and may want to start a relationship with your financial advisors/wealth managers. We run a report showing the performance by the third party providers and compare how your financial advisors could have outperformed via investments with the same underlying asset composition. As part of the offering, clients can simply take a photo of their third party portfolio statements and upload it via the app on their phone. Our Financial Performance Analytics tool could be a great offering to the clients who do not yet use your financial planning services. Research papers and Industry Surveys regularly shine light on the urgency of the digital interaction enhancing the human to human connections. Any articles, legal updates, products that you are offering across the business… they will see what you want them to see. We can create a bespoke, white labelled offering so that you can share any information that you want with your clients. It is also very important for client retention as wealth moves to younger, more tech savvy generations. Clients expect real time, continuous information – this trend is seen across industries. This is something that clients demand more than ever. We can provide a meaningful digital interface between you and your clients. Client experience is now at the focus of wealth management and we are leveraging technology to better the interactions between client and advisor. ARQ is a model that empowers and provides better choices to outperform. ![]()
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