Arkell Asset Management provides financial planning and investment management services to individuals, high net worth individuals, and small businesses. Arkell offers services including financial planning, investment management, tax planning, insurance review, education funding, and estate planning. Arkell is a fee-only firm and does not receive commissions.
Assets Under Management$66M
Clients73
Advisors1
Avg. per Client$900K
Avg. per Advisor$66M
Fee Structure
Arkell Asset Management offers three service levels, each charged as a percentage of the assets they manage: Comprehensive Planning, Wealth Management, and Investment Management. The fees are billed quarterly in arrears. Clients can change their service level once per calendar year.
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