Ark Alliance Financial provides investment management and financial planning services. Investment management involves creating a portfolio based on a client's goals and risk tolerance, using various investments like mutual funds, ETFs, and individual stocks. Financial planning can be offered on its own or alongside investment management, covering areas like retirement, taxes, and estate planning. Consulting services are also available for specific financial situations.
Assets Under Management$84M
Clients95
Advisors2
Avg. per Client$880K
Avg. per Advisor$42M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable and may be lower based on relationship size, householding, level of service, trading activity, and financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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