Advisor at ADB Capital Management, LLC
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Firm
ADB Capital Management, LLC
Location
Eugene, OR 97401
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
Arthur Brunson is a CFP® with 15 years of industry experience and the sole advisor at ADB Capital Management, LLC in Eugene, OR. He has led the firm since 2005. ADB Capital Management, LLC provides fee-only wealth management and retirement plan advisory services to individuals, families, trusts, estates, and employer plan sponsors. The firm emphasizes risk-managed, absolute-return investment strategies and offers pension consulting services including plan design, vendor management, and fiduciary support under ERISA.
Based on ADB Capital Management, LLC
Based on ADB Capital Management, LLC
$0 - $500,000: 1.15% $500,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
Account minimum: $750,000 Fee-only: Asset-based fees as per tiered schedule for wealth management; Retirement plan consulting fees range from 0.15% to 0.75% of plan assets
401 E. 10 Th Avenue, Suite 245
Eugene, OR 97401
Oregon · Texas
ADB Capital Management, LLC
2005 - Present (21 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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