Arkhe Wealth Management offers investment management (both discretionary and non-discretionary), financial consulting, financial planning, and strategic advisory services. Arkhe focuses on serving non-U.S. investors, particularly those in Latin America, seeking access to U.S. financial markets. Arkhe tailors its services to each client’s financial objectives, risk tolerance, and long-term goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 3.00% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The tiered fee schedule applies separately to discretionary and non-discretionary investment management. Non-Discretionary annual fees are: Up to US$100,000: 2.5%; US$100,001 - US$250,000: 2.0%; US$250,001 - US$500,000: 1.5%; US$500,001 – US$1,000,000: 1.0%; Above US$1,000,000: 1.0%. Investment management fees may be negotiable at Arkhe’s discretion.