Ark Invest

Fee-Only (% of Portfolio)

ARK Investment Management specializes in thematic investing in disruptive innovation. ARK's investment process includes top-down and bottom-up investment analysis and a proprietary scoring system. ARK uses an open research ecosystem to gather information and refine its internal research process. ARK provides advisory services to the ARK ETFs, the ARK Venture Fund, separately managed accounts, other pooled investment vehicles and clients, wrap and UMA programs and model portfolios, and non-discretionary sub-advisory and sub-sub advisory services.

Assets Under Management$13B
Clients61
AdvisorsN/A
Avg. per Client$210M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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