SA
ChFC
SA
ChFC

Steven Arkin

13 Years of Experience
Savannah, GA

Steven Arkin is a ChFC-designated registered investment advisor at Arkin Financial Advisors, LLC, based in Savannah, GA, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 17 clients with $75M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$75.2M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.65%
$5M+0.50%

Fees, account minimums, and their applications to family circumstances may be negotiable under certain circumstances. Accounts for family members and related businesses may be combined to determine the fee tier.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

345 Commerical Drive, Savannah, GA, 34106

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Arkin Financial Advisors, LLC
January 2013 - Present · 13 yrs 9 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.
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