ARQ Wealth Advisors provides investment management and financial planning services. ARQ works with clients to understand their financial situation, goals, and risk tolerance. Based on this, ARQ presents an investment approach using stocks, bonds, ETFs, options, mutual funds, and other securities. ARQ offers Wealth Apex and Wealth Builder services. ARQ may recommend specialized consultations from unaffiliated third parties for estate planning or taxation.
Assets Under Management$740M
Clients492
Advisors11
Avg. per Client$1.5M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable. There is a $2,500 minimum annual fee for the Wealth Builder service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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