Ark Wealth Management (AWM) provides investment advice and portfolio management based on your goals and risk tolerance. AWM creates an Investment Policy Statement for each client. AWM may manage your investments directly or recommend other investment advisors. AWM also offers financial planning covering investments, insurance, retirement, college, and debt. The Ark Academy Program is AWM's robo-advisor service.
Assets Under Management$190M
Clients298
Advisors4
Avg. per Client$640K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable and depend on the client's needs and complexity of the situation. The maximum fee is 1.80% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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