Ark Wealth Advisors offers investment management and financial planning services to individuals and other clients. Investment strategies are tailored to client needs and may include stocks, bonds, ETFs, options, and mutual funds. They also offer third-party manager selection and participation in separately managed account programs through Schwab. Financial planning covers various areas like retirement, estate, and tax planning. Ark Wealth Advisors also provides retirement plan consulting to employer plan sponsors.
Fee Structure
Ark Wealth Advisors offers investment management services where they create and manage a portfolio for you. The annual fee will not exceed 2.25% of the value of your account. The fee is calculated monthly, in advance, based on the value of your account on the last day of the previous month. Fees are negotiable. They also offer Comprehensive Portfolio Management, which includes financial planning, with a maximum annual fee of 2.50%. If using a third-party manager or separately managed account, the combined fee will not exceed 3.00%. For clients using Betterment for Advisors, the combined advisory fee charged by Betterment and Ark Wealth Advisors will not exceed 1.20% annually.