Arkagos Advisors and Asset Management, Inc. is a registered investment advisor offering discretionary portfolio management and financial planning services. Investment advice is tailored to individual client needs and objectives. Financial planning services range from broad-based to single-subject planning. Arkagos Advisors may recommend private equity and private credit investments to accredited investors.
Assets Under Management$47M
Clients107
Advisors2
Avg. per Client$440K
Avg. per Advisor$24M
arkagosadvisors.com ·www.linkedin.com/in/paulapass ·www.linkedin.com/company/104561750/admin/dashboard
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5M. Fees for private placements are the same as the portfolio management fees and are deducted from the advisory account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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