Ark Royal Wealth Management is a registered investment advisor based in Raleigh, North Carolina, providing ongoing investment management and financial planning services. The firm primarily designs diversified portfolios utilizing low-turnover, passively managed mutual funds from providers like Dimensional Fund Advisors and Vanguard, following the principles of Modern Portfolio Theory. Ark Royal Wealth Management tailors its investment advice to individual client goals, risk tolerance, and time horizons, while also offering consulting services covering risk assessment, investment planning, estate planning, and retirement planning. Clients typically need a minimum of $500,000 in investable assets to open an account, though the firm may waive this minimum at its discretion. Accounts are managed on a discretionary basis, with the firm executing trades and managing portfolios without needing prior approval for each individual transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fees are charged in advance on a quarterly basis. Ark Royal Wealth Management has sole discretion to negotiate lower fees or waive fees in individual cases.
