Ark Advisors offers portfolio management tailored to individual client goals and risk tolerance. They create personalized investment policy statements and request authority to make trades without prior approval. Ark also provides financial planning services on a fixed-fee basis, including investment, insurance, retirement, college, cash flow, and tax planning. They also offer retirement plan services to plan sponsors and individual participants.
Assets Under Management$200M
Clients339
Advisors2
Avg. per Client$580K
Avg. per Advisor$98M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable based on specific client needs, the scope of services provided, and the account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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