Ark Wealth Advisors is a registered investment advisor based in Yorba Linda, California, offering personalized investment management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. Led by Christopher Morgan, the firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments. Ark Wealth Advisors takes a holistic approach to helping clients meet their long-term financial goals, integrating investment strategies with retirement planning, tax planning, estate planning, education funding, and real estate analysis. The firm primarily serves individuals, high-net-worth individuals, trusts, estates, and business owners, operating as a fiduciary legally required to act in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable and billed monthly in advance. Separately managed account program fees may total up to 3.00% including platform costs.