Ark Advisors provides holistic financial planning and investment advisory services to individuals and families. Ark distinguishes itself by offering services to meet investment needs, as well as tax planning, estate planning, risk management, and retirement planning. Ark operates with non-discretionary authority, requiring client approval for each transaction. Ark does not sell insurance or investment products and does not accept commissions.
Fee Structure
Ark Advisors offers an Encompass Retainer for holistic financial planning for a fixed annual fee, paid quarterly. The initial year fee is higher than renewal years. Clients receive scheduled meetings and additional consultations. Fees are based on net worth and investment portfolio size.
- Level I: $4,000 - Net Worth <$1,000,000 and Investment Portfolio <$750,000
- Level II: $6,000 - Net Worth $1,000,000 - $1,999,999 or Investment Portfolio >$750,000
- Level III: $8,000 - Net Worth $2,000,000 - $2,999,999 or Investment Portfolio >$1,500,000
- Level IV: $10,000 - Net Worth $3,000,000 - $4,999,000 or Investment Portfolio >$2,500,000
- Level V: $12,000 - Net Worth >$5,000,000 or Investment Portfolio >$3,500,000
The initial year retainer fee is double the renewal retainer fee.
- Second Opinion X-Ray: A two-hour review of your overall financial situation for a flat fee of $2,000. This is diagnostic and doesn't include follow-up services. If you become a full retainer client within ten days, the $2,000 will be credited towards your retainer fee.