ARQ Wealth Advisors, LLC manages investment portfolios and provides financial planning for individuals and families. The firm offers two primary services: Wealth Apex, which requires a $750,000 minimum portfolio and includes comprehensive financial planning, and Wealth Builder, which requires a $250,000 minimum portfolio and a $500 monthly contribution, featuring targeted financial planning. Portfolios are customized based on individual goals, risk tolerance, and time horizons using individual stocks, bonds, exchange-traded funds, options, and mutual funds. ARQ Wealth Advisors acts as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
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. Wealth Builder service is subject to a $2,500 minimum annual fee.