Arq Wealth Advisors, LLC
Assets Under Management
$582.1M
Number of Clients
405
Number of Advisors
11
Average Client AUM
$1.4M
AUM per Advisor
$52.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ARQ Wealth Advisors provides fee-only asset management and financial planning services to help clients meet their financial goals. They offer Wealth Apex™ and Wealth Builder™ services, including financial planning, risk tolerance evaluation, and personalized asset allocation. They also provide discretionary management of retirement plans for employer plan sponsors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
For Wealth Apex™ and Wealth Builder™ services, you'll pay an annual fee based on your portfolio size (see rates in table). The Wealth Builder™ service also has a minimum annual fee of $2,500, whichever is greater. Clients will also incur transaction charges from their custodian. The Wealth Apex™ service requires a minimum portfolio balance of $750,000, while the Wealth Builder™ service requires a minimum of $250,000 and a minimum monthly contribution of $500. Households may aggregate their assets to meet the minimum portfolio balance requirements. However, our firm requires a minimum account balance of $10,000 for individual accounts. Fees are negotiable.
Areas of Practice
Location
14500 N. Northsight Blvd, Suite 200, Scottsdale, AZ, 85260