Arque Advisors manages investment portfolios and provides investment advisory services for individuals, institutions, family offices, and private investment funds. Arque Advisors offers discretionary and non-discretionary portfolio management, security selection, and manager due diligence. The firm utilizes technical and fundamental analysis, and provides access to proprietary model-driven strategies including equity and exchange-traded fund portfolios. Arque Advisors operates as a registered investment advisor based in Morgan, Vermont.
Assets Under Management$6.3M
Clients34
Advisors1
Avg. per Client$190K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
All fees are subject to negotiation. Fees for accounts over $3,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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