Advisor at ARC Element Wealth Design
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Firm
ARC Element Wealth Design
Location
Papillion, NE
Credentials
CFP®, Series 66
Industry experience
20 years
Eric Horne is a CFP® with 20 years of experience in the financial services industry. He is the sole advisor at ARC Element Wealth Design, an independent firm he has operated since 2024. His prior experience includes roles at Charles Schwab & Co., Inc., and TD Ameritrade, where he worked for over 18 years combined. ARC Element Wealth Design provides investment management, financial planning, and consulting services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $29.5 million in discretionary assets and employs a strategic asset allocation approach with customized rebalancing, primarily using ETFs and mutual funds, while occasionally incorporating individual securities and option strategies.
Based on ARC Element Wealth Design
Based on ARC Element Wealth Design
Financial planning fixed fee generally $3,300
$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 (negotiable based on client relationship, complexity, potential for additional deposits) Fee-only: Financial planning fixed fee generally $3,300; hourly financial planning and consulting fee $300/hour; minimum consulting fee $300
Papillion, NE
Nebraska
ESH Holdings, LLC dba Arc Element Wealth Design
2024 - Present (2 years)
Charles Schwab
2022 - 2024 (2 years)
TD Ameritrade Investment Management, LLC
2008 - 2024 (16 years)
Td Ameritrade, Inc.
2006 - 2024 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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WealthMark
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