ARBOR OUTLOOK: Wall Street Journal Interviews Growing “Fee-Only” Firm

Published: Thursday, March 14, 2013 at 16:47 PM.

 

Question:  So how do you get paid?

Arbor Wealth:  We are paid a mutually agreed upon, fully disclosed annual management fee.  If the client’s account balance increases, our payday grows.  If the account balance dwindles, we are paid less.  So we have an inherent financial incentive to make our client’s assets grow, based on their risk tolerance and goals.  In our view, the way we are paid places us on the same side of the desk as our clients.  If they prosper, we prosper; if they suffer, we suffer, too.  In our opinion it’s by far the most transparent compensation model in the industry.  There are no hidden fees.  Each month you know to the penny what the management fee was and how it was calculated.

 

Question:  What do you see ahead for Arbor Wealth?

Arbor Wealth:  We feel strongly that as long as we do good work and remain a client-centric firm, that the rest will take of itself. 

 



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