SM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
139 clients
Average Client Portfolio
$563K average
Assets Under Management
$78.3M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.25% |
| $1000K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on the value of your managed account. The fee is 1.50% for assets between $0 and $249,999.99, 1.25% for assets between $250,000 and $999,999.99, and 1.00% for assets between $1,000,000 and $3,000,000.00. Fees for assets above $3,000,000 are negotiable. Fees are billed quarterly in advance. The firm does not impose requirements for opening and maintaining accounts.
Areas of Practice
Investment Management
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Advisor Information
Office location
19210 Six Penny Lane, Ste. 100, Monument, CO, 80132
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Arkenstone Financial, LLC
January 2014 - Present · 12 yrs
State Registrations2 states
CACO
Advisor
Exams
No exam information available for this advisor.