Arkin Financial Advisors provides investment management services for individuals, trusts, charitable organizations, businesses, and qualified retirement plans. Arkin Financial Advisors builds customized portfolios using passive and evidence-based mutual funds, exchange-traded funds, and high-quality individual bonds, frequently utilizing Dimensional Fund Advisors products. For certain client accounts, Arkin Financial Advisors partners with a sub-advisor, Focus Partners Advisor Solutions, to provide model asset allocation portfolios and specialized fixed income management. Arkin Financial Advisors continuously monitors client portfolios, evaluates risk profiles, and holds regular review meetings. The firm operates on a fee-only basis and acts legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees, account minimums, and their applications to family circumstances may be negotiable under certain circumstances. Accounts for family members and related businesses may be combined to determine the fee tier.