Arkos Global Advisors, LLC
Assets Under Management
$1.1B
Number of Clients
418
Number of Advisors
11
Average Client AUM
$2.7M
AUM per Advisor
$100.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Arkos Global Advisors provides financial planning, consulting, and wealth management services, including discretionary and non-discretionary investment portfolio management. They allocate client assets among mutual funds, ETFs, individual debt and equity securities, and independent investment managers. Services are tailored to individual client needs.
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
Location
4400 Post Oak Pkwy, Ste. 1950, Houston, TX, 77027