Arbor Wealth Management, LLC Employee Directory

Financial ServicesFlorida, United States0-1 Employees

Arbor Wealth Management is northwest Florida's premier fee-only, fiduciary registered investment advisory firm. As a fee-only firm, Arbor Wealth Management does not receive commissions of any kind from any source and is solely compensated by its clients. As a fiduciary, Arbor Wealth Management is legally obligated to act in its clients' best interests, and must fully disclose any potential conflicts of interest to its clients when they arise. Arbor Wealth Management is a tactical, discretionary asset management firm. Arbor Wealth Management makes 100% of the investment decisions for each client's account, employs no third-party or separate account managers, and employs its investment expertise to custom-create each client's portfolio, eschewing the traditional modelized-approach to asset management. Arbor Wealth Management maintains a $500,000.00 asset level minimum for new clients, but reserves the right to waive that minimum on a discretionary basis.

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