Arkfeld Wealth Strategies (AWS) offers investment management services where they make investment recommendations and handle the implementation. Clients can choose to give AWS the authority to make trades without asking first, or they can approve all decisions. AWS also provides investment advice where they make recommendations, but the client decides whether to implement them. Additionally, AWS offers financial planning services covering areas like education, retirement, and estate planning. AWS tailors its services to each client's needs.
Fee Structure
Arkfeld Wealth Strategies charges a fee based on the value of your portfolio, up to a maximum of 2.0% annually, subject to a $500 minimum per year. The exact fee is negotiated with each client. Fees are calculated and charged quarterly, based on the value of your portfolio at the end of the previous quarter.