Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Above $5,000,000 fees are negotiable.
Fee Estimator
Arkos Global Advisors charges fixed fees for financial planning and consulting, ranging from $500 to $100,000 depending on scope and complexity. Wealth management fees are based on assets under management, following a tiered schedule (see table). Fees are negotiable and may be offset if clients engage the firm for additional investment advisory services. The firm may negotiate a different fee rate for certain client holdings. Minimum household investment amount is $200,000, although exceptions can be made.
Areas of Practice
Advisor Information
Office location
4400 Post Oak Pkwy, Ste. 1950, Houston, TX, 77027
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is involved in oil drilling through 1 Page Exploration and Production 6 LLC. He is also a board member of Medical Bridges and the Stewardship Chair for West U. Methodist Church.