Arkos Global Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. They manage investments using mutual funds, ETFs, individual stocks and bonds, and independent investment managers. Arkos Global Advisors tailors its services to each client's needs, considering their risk tolerance and financial goals.
Assets Under Management$1.1B
Clients418
Advisors11
Avg. per Client$2.7M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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