Ark Royal Wealth Management provides investment advice and manages portfolios for individuals, trusts, estates, and charities. They review client goals, recommend asset allocation strategies, and may prepare written investment strategies. They also offer financial planning consulting services, including risk assessment, investment planning, estate planning, financial organization, and retirement planning. Investment advice is tailored to each client's needs.
Assets Under Management$140M
Clients98
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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