Arkin Financial Advisors (AFA) manages investment portfolios for individuals, trusts, retirement plans, and businesses. AFA works with clients to determine their investment goals and risk tolerance, then creates a written investment plan. AFA typically uses a mix of passive mutual funds, exchange-traded funds (ETFs), and high-quality individual bonds. AFA may use Focus Partners Advisor Solutions as a sub-advisor for certain client accounts.
Assets Under Management$57M
Clients15
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
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 application to family circumstances may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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