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Planning-Driven Investing with Arsenal Strategic Asset Management (SAM)

  • Using the Strategic Asset Management platform through LPL Financial, we can work under a fiduciary, fee-based model. Fee-based asset management allows us to share a common goal with you: To Grow The Value of Your Assets. No commissions! We earn an annual fee based on the market value of your account.
  • This platform is “open-architecture”, which means we can deliver highly customized advice and execute upon our investment philosophy. We have an “Arsenal” investment options including mutual funds, exchange-traded funds (ETFs), stocks, bonds, alternative investments, and structured products.
  • Arsenal Financial’s Investment Models are designed to coincide with a long-term investing objective. Examples:
    A 62 year old client who is retiring in 3 years, may need income from their portfolio for 30 years and may need “Income with Moderate Growth”
    A 40 year old entrepreneur who is still accumulating wealth may be seeking capital growth more than income
  • Accounts in excess of $250,000 receive full Financial Planning services from Arsenal Financial, with no billable Financial Planning Fees. Arsenal’s full planning services are included under your investment advisory fees.
  • Advisory Fees range from 0.50% to 1.50%