Michael Harvey Richter

28 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningFinancial Planning & CoachingBusiness Owners

Arkos Global Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

418 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$200K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.50%
$2.0M - $5.0M	1.00%
$5M+	1.00%

Fees negotiable above $5,000,000. Using the previous tier's fee percentage for the negotiable tier.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

4400 Post Oak Pkwy, Ste. 1950, Houston, TX, 77027

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History

Regulatory History (1)

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Regulatory

November 1998

Final

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Other Business Activities

Michael is a general partner in a family limited partnership (Ragme, LTD) and a partner in a land investment. He also serves as a board member for The Barnabas Group and chairman of the board for Second Wind, and is an advisory board member for National Christian Foundation Houston. Finally, Michael runs an accounting firm tax and consulting practice full-time.

Employment History

Current Registrations

Arkos Global Advisors, LLC

May 2017 - Present · 8 yrs 9 mos

Previous Registrations

Securities Service Network, INC.Broker

September 2007 - February 2017 · 9 yrs 5 mos

Uhy Capital Advisors, LLC

October 2003 - September 2015 · 11 yrs 11 mos

Wealth Advisors, INC.

April 2002 - November 2006 · 4 yrs 7 mos

Genworth Financial Advisers Corporation

May 2001 - September 2007 · 6 yrs 4 mos

Genworth Financial Securities CorporationBroker

March 2001 - September 2007 · 6 yrs 6 mos

1st Global Capital CORP.Broker

May 1997 - March 2001 · 3 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.