Andrew Dowell is a registered investment advisor at Arkos Global Advisors, LLC, based in Houston, TX, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 418 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Location
4400 Post Oak Pkwy, Ste. 1950, Houston, TX, 77027
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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 →Other Business Activities
Andrew is the owner of WDCD, LLC, a family investment vehicle used with his brother to privately invest in real estate or startup companies since 2014. He spends minimal time on this activity.
Employment History
Current Registrations
Arkos Global Advisors, LLC
Previous Registrations
Morgan StanleyBroker
State Registrations1 state
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