ARC Element Wealth Design
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arc Element Wealth Design is a state-registered independent investment adviser that serves individuals, high-net-worth clients, and fiduciary entities such as trusts and estates, managing roughly $29.5 million across about two dozen client relationships. The firm provides ongoing portfolio management, financial planning and consulting, and occasional educational communications including newsletters and seminars.
The firm’s investment approach emphasizes strategic asset allocation implemented primarily with ETFs, mutual funds and, when appropriate, selective individual securities, periodic rebalancing, and the use of option strategies and active management within certain asset classes. Arc Element implements portfolios using model portfolios and automated tax‑management tools available through custodial platforms (including Altruist and Schwab), and may engage unaffiliated sub‑advisers for portions of client accounts.
Noteworthy features for a solo independent adviser include the firm’s periodic newsletters and client seminars, services that are relatively uncommon among peers, and participation in the Altruist Model Marketplace and Altruist One subscription features. The firm also discloses access to less common investment vehicles (for example, exchange funds via Cache Securities/BNY Mellon) and offers modular planning engagements and an AUM‑based planning inclusion for clients meeting the firm’s threshold.
Client services
Expertise
Fee options
Typically $3,300 fixed fee for financial planning services under fixed fee arrangement
$0 - $500,000: 1.100% $500,001 - $2,000,000: 0.900% $2,000,001 - $5,000,000: 0.700% $5,000,001 - $10,000,000: 0.500% $10,000,001 - $20,000,000: 0.300% $20,000,001+: 0.250%
$300 per hour for financial planning and consulting services
Account minimum: $250,000
Main office
Papillion NE
Advisors at this office
1
Most active in
Nebraska
Also doing business as
Arc Element Wealth Design · Esh Holdings, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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