A complete list of active advisors currently associated with Artica Financial Services LLC
Warmer can help you find a great advisor at Artica Financial Services LLC or one who fits your needs even better.
Artica Financial Services provides customized financial planning, divorce planning, investment management, cash management, and related consulting to individuals, small businesses, and estates. The firm operates on a fee-only basis and uses ongoing subscription-style flat fees for its ongoing planning and investment services, with alternative one-time meeting and project options available. Investment work is built around a core-and-satellite strategic asset allocation that uses mutual funds, ETFs, index funds, and global diversification, and each client receives a personalized investment policy and timeline. The firm manages both discretionary assets ($20,276,220.52) and non-discretionary assets ($7,360,128.70) and conducts periodic or event-driven account reviews to implement agreed plans. Noteworthy features include the firm’s subscription and flat-fee pricing model (including a $375 one-time meeting, a financial roadmap starting at $3,600, and project hourly rates) and an explicit avoidance of percentage-of-AUM and performance-based fees. As a solo, fee-only registered advisor, it also holds a state-required surety bond and offers limited-commitment project arrangements in addition to ongoing oversight.
To learn more about the advisors currently working at Artica Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Anchorage, AK
| 4
|
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