Arkenstone Financial, LLC
Assets Under Management
$78.3M
Number of Clients
139
Number of Advisors
4
Average Client AUM
$563K
AUM per Advisor
$19.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Arkenstone Financial, LLC provides wrap fee programs with individualized asset management services. They create tailored portfolios using various securities, review them quarterly, and rebalance as needed. They may utilize Independent Money Managers and pay them a portion of the advisory fee. The firm emphasizes continuous account supervision and offers wrap fee accounts managed according to client's objectives.
Fee Structure
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
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
Location
19210 Six Penny Lane, Ste. 100, Monument, CO, 80132