ARC Element Wealth Design
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,544,625
Total clients
21
48% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$1,406,887
About
The firm provides investment management, financial planning, and consulting services to individuals (both non‑high‑net‑worth and high‑net‑worth), as well as trusts, estates, and charitable organizations. It reports managing about $29.5 million in discretionary assets across 21 client relationships and also advises on retirement-plan rollover decisions and one‑time or as‑needed consultations.
The firm’s investment approach emphasizes strategic asset allocation and customized rebalancing tied to each client’s financial plan, with implementation primarily through ETFs and mutual funds while allowing opportunistic individual security selection and option strategies when appropriate. It may engage third‑party sub‑advisers for portions of client accounts and conducts ongoing supervision with at least annual client reviews.
Compared with many independent advisers, the firm regularly issues general educational newsletters at no charge and offers periodic seminars and workshops on topics such as retirement and estate planning, with seminars sometimes presented to larger groups for a fee to cover expenses. It also uses less‑common investment vehicles when relevant (for example, access to exchange funds via a separate custodial arrangement) and offers modular written planning alongside fixed‑fee and hourly planning options.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Options & derivatives strategies
Real estate investing
Concentrated stock management
Active portfolio management
Fee options
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
Main office location
ARC Element Wealth Design
Papillion NE, United States
Number of offices
1
Most active in
ARC Element Wealth Design has reported serving >5 clients in these states in the last 12 months.
Nebraska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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
LinkedIn
Facebook
X
Instagram
YouTube
Website
402-250-2280
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