The Arkansas Financial Group offers comprehensive wealth management services to individuals and families, combining ongoing financial planning with the authority to manage investment portfolios without asking first. The firm builds portfolios primarily using mutual funds, exchange-traded funds, and individual debt securities, following modern portfolio theory and behavioral finance principles to align with each client's specific risk tolerance. In addition to portfolio oversight, the firm provides core financial planning that covers wealth management reports, investment policy statements, and ongoing consultations. Clients also have access to online aggregation tools to view all of their financial accounts in one place. The firm serves various clients including individuals, high-net-worth families, trusts, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.78% |
| $500K - $1.0M | 0.56% |
| $1.0M - $2.5M | 0.40% |
| $2.5M - $5.0M | 0.30% |
| $5M+ | 0.25% |
Fees are negotiable at the firm's discretion based on factors such as account size, portfolio composition, and scope of services. A minimum annual fee of $1,200 applies.
