Ark Financial Strategies manages investment portfolios and provides personalized financial planning for individuals and high-net-worth clients. Ark Financial Strategies builds customized investment portfolios based on each client's goals, time horizon, and risk tolerance, taking care of day-to-day trading without needing to ask permission for every move. The firm also creates one-time financial plans covering retirement, taxes, insurance, and estate planning, which are provided at no extra cost to clients who hire Ark Financial Strategies to manage their investments. Ark Financial Strategies specializes in working with individuals and families, and the firm requires a minimum portfolio size of $250,000 to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Financial planning is included at no extra cost for clients who use portfolio management services.