Assets Under Management
$582.1M
Number of Clients
405
Number of Advisors
11
Average Client AUM
$1.4M
AUM per Advisor
$52.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
ARQ Wealth Advisors provides fee-only asset management and financial planning services. They work with clients to understand their financial goals, risk tolerance, and time horizons. Services include Wealth Apex™ and Wealth Builder™ which offer asset management and financial planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Wealth Builder™ has a $2,500 minimum annual fee.
14500 N. Northsight Blvd, Suite 200, Scottsdale, AZ, 85260