ArsenEAU Financial

Arseneau Financial provides portfolio management, financial planning (one‑time and ongoing), and estate‑planning support to individual and high‑net‑worth clients. The firm reports roughly $42.3 million in discretionary assets under management across fewer than 50 client relationships.

The firm operates as a fiduciary and documents client goals and risk tolerance in Investment Policy Statements, typically managing accounts on a discretionary basis and using a mix of charting, fundamental, quantitative and technical analysis alongside long‑term strategies, options trading, and allocations to private funds and real‑estate vehicles. Clients are required to establish accounts with specified qualified custodians—its brochure identifies institutional relationships with Altruist (and also references Schwab Institutional)—and the firm may select third‑party managers to manage portions of client portfolios.

Noteworthy distinctions disclosed in the brochure include that some firm personnel are licensed insurance agents who may recommend commissionable insurance products, a relationship the firm identifies as a potential conflict of interest, and that the firm maintains an institutional arrangement with Altruist that provides technology support tied to asset levels on that platform. The brochure also notes estate‑planning work can involve third‑party scrivener services or outside attorneys and that those services and associated fees are handled separately from ongoing advisory fees.