Assets Under Management
$78.3M
Number of Clients
139
Number of Advisors
4
Average Client AUM
$563K
AUM per Advisor
$19.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Arkenstone Financial, LLC offers wrap fee programs providing investment advisory services and transaction execution for a specified fee. Services include portfolio management using various securities and strategies, tailored to client objectives and risk tolerance. They may utilize Independent Money Managers, with fees negotiable but never exceeding their published fee statement.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for assets over $3,000,000. Using the previous tier's fee percentage.
19210 Six Penny Lane, Ste. 100, Monument, CO, 80132