Kevin Martin is a registered investment advisor at Ark Wealth Advisors, LLC, based in Yorba Linda, CA, with 14 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 221 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable and billed monthly in advance. Separately managed account program fees may total up to 3.00% including platform costs.
Fee Estimator
Location
3960 Prospect Avenue, Suite A, Yorba Linda, CA, 92886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ark Wealth Advisors, LLC
Previous Registrations
Bridge Capital Consulting, LLC
Curve Capital LLC
LPL Financial LLC
Private Equity Advisors, INC.
A. G. Edwards & Sons, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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