Arkos Global Advisors, LLC

Assets Under Management

$1.1B

Number of Clients

418

Number of Advisors

11

Average Client AUM

$2.7M

AUM per Advisor

$100.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Arkos Global Advisors provides financial planning, consulting, and wealth management services, including discretionary and non-discretionary investment portfolio management. They allocate client assets among mutual funds, ETFs, individual securities, and independent investment managers, tailoring services to individual client needs.

Fee Structure

Minimum Investment:$200K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.00%
$5M+1.00%

Fees negotiable above $5,000,000. Using the previous tier's fee percentage for the negotiable tier.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningFinancial Planning & CoachingBusiness Owners
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Location

4400 Post Oak Pkwy, Ste. 1950, Houston, TX, 77027

11 Advisors at this firm