Arnie Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,050
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Arnie Advisors primarily serves employer-sponsored retirement plans — including 401(k) and profit‑sharing plans — and provides retirement plan consulting and automated investment advice to plan participants. The firm acts in an ERISA 3(38) fiduciary capacity for appointed plans and delivers its services through a proprietary online platform.
Investment recommendations are generated by quantitative, algorithm‑driven portfolio optimization that assigns model portfolios based on participant inputs (age, time until retirement, projected income needs and risk tolerance), and participant portfolios are managed on a discretionary, automatically rebalanced basis. Participants receive advice through the internet portal, may opt out of the service, and the system will default allocations when participant inputs are not provided.
Compared with peers, Arnie Advisors is distinctive for operating as an internet‑first investment manager for ERISA plans — a delivery model that is uncommon among firms in this category — and for integrating its advisory offering with an affiliated recordkeeping technology business. The firm recommends Interactive Brokers as custodian and manages a relatively small regulatory AUM focused on plan‑level engagements rather than retail individual accounts.
Client services
Expertise
Occupation focus
Fee options
Up to 0.50% annually, typically negotiable
Additional recordkeeping services fees charged by affiliate Arnie Tech as a generally negotiable monthly subscription, details in separate agreement
Main office location
Arnie Advisors LLC
San Francisco CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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