Arnold And Mote Wealth Management

Arnold & Mote Wealth Management is a financial advisory firm located in Hiawatha, Iowa, founded in August 2018 with origins dating back to 2000. The firm offers personalized financial planning and investment management services to individuals, trusts, and small businesses. They act as a fiduciary, putting client interests first, and do not sell any products or accept commissions. The firm's services include financial planning, investment management, tax planning, retirement planning, and estate planning. They manage approximately $128 million in discretionary assets under management as of December 31, 2024. Clients can engage in Wealth Management or Financial Planning agreements, with fees ranging from $11,330 to $12,875 annually for Wealth Management and $3,600 to $10,000 annually for Financial Planning. Fees are billed quarterly or monthly in arrears and may be negotiable based on client needs. The firm primarily uses passively-managed index funds and ETFs for strategic asset allocation, focusing on diversification and cost minimization. Clients have full discretion over their accounts, and the firm does not engage in performance-based fees. Arnold & Mote Wealth Management does not have any disciplinary history, and they do not receive compensation from third parties for advice given to clients. The firm does not require a minimum account size for Wealth Management services and provides periodic account reviews and performance reports to clients. Clients' assets are held by independent custodians, and the firm does not have custody of client assets. The firm also does not vote proxies on client securities.