Arkfeld Wealth Strategies, LLC manages investment portfolios and provides personalized financial planning and retirement plan services for individuals, families, and businesses. The firm builds globally diversified portfolios using modern portfolio theory, primarily investing through mutual funds, stocks, and exchange-traded funds. Clients can choose between discretionary management, where the firm makes investment decisions on their behalf, and non-discretionary management, where clients approve trades before implementation. Arkfeld Wealth Strategies also offers project-based and ongoing financial planning covering education funding, retirement planning, estate planning, risk management, employee benefits, and tax planning. The firm is owned by Andrew Arkfeld and based in Omaha, Nebraska.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiated prior to engagement at a rate not to exceed 2.0% annually, subject to a minimum annual fee of $500.