ARX Strategic Wealth is a registered investment advisor based in Orlando, Florida, founded by Tyrone R Harvey Jr. ARX Strategic Wealth offers ongoing portfolio management tailored to each client's specific goals, time horizon, and risk tolerance, creating a personalized investment policy statement for every relationship. The firm utilizes fundamental analysis and modern portfolio theory, focusing on long-term investing across mutual funds, fixed income securities, real estate investment trusts, insurance products, equities, exchange-traded funds, commodities, and private placements. In addition to investment management, ARX Strategic Wealth provides standalone financial planning covering investment planning, life and disability insurance needs, tax concerns, retirement projections, college savings, and debt or credit management. The firm has no account minimums, allowing clients of various portfolio sizes to access its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are generally negotiable.