Ark Alliance Financial is a registered investment advisor based in Pearland, Texas, offering personalized investment management, financial planning, and consulting services. Founded in 2020 and owned by Darin Womble and Anil Chacko, the firm works closely with clients to build custom portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds. Ark Alliance Financial designs asset allocations based on individual risk tolerance and long-term goals, and actively rebalances portfolios over time. In addition to managing investments, Ark Alliance Financial provides comprehensive financial planning covering retirement, taxes, estate planning, education funding, insurance, cash flow, and debt management. Financial planning is generally provided at no additional cost for clients who maintain at least $250,000 in investment management accounts. Standalone planning and consulting services are available on an hourly basis. Ark Alliance Financial operates as a fiduciary, meaning the registered investment advisor is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable based on relationship size, household accounts, and trading activity.
