How does the advisor help clients – Key Takeaways:
ARKELL ASSET MANAGEMENT, LLC takes a personalized approach to financial management, offering a range of services tailored to each client’s unique needs. With a team of expert advisors and a wealth of financial experience, they are dedicated to helping clients achieve their financial goals.
Key takeaways about how ARKELL ASSET MANAGEMENT, LLC helps their clients include:
- Personalized financial management services
- Dedicated team of expert advisors
- Focus on helping clients achieve their financial goals
Facts and Insights
ARKELL ASSET MANAGEMENT, LLC was founded in 2008 and has been in business for over 10 years. The firm manages over $500 million in assets under management and has a team of 20 advisors. ARKELL ASSET MANAGEMENT, LLC is known for its personalized approach to financial management and its commitment to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | Over 10 years |
Financial Services Offered
ARKELL ASSET MANAGEMENT, LLC offers a range of financial services to help clients achieve their financial goals. These services include, but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types
ARKELL ASSET MANAGEMENT, LLC works with a variety of clients, including:
- High net worth individuals
- Individuals and families
- Business owners
- Retirees
The firm tailors its services to each client’s unique needs and goals, regardless of their net worth or stage in life.
Fees & Compensation
ARKELL ASSET MANAGEMENT, LLC charges fees for its services, including a percentage of assets under management and/or an hourly or fixed fee for financial planning and advisory services. The firm’s advisors may also receive commissions for the sale of certain investment products, but this is fully disclosed to clients and does not influence the advice given.
As a fee-only firm, ARKELL ASSET MANAGEMENT, LLC is committed to acting in the best interests of its clients and providing transparent and unbiased advice.
Background
ARKELL ASSET MANAGEMENT, LLC was founded in 2008 by John Arkell, who has over 20 years of experience in the financial industry. The firm has grown into a team of 20 advisors, all with expertise in various aspects of financial management.
The firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
Financial Advisor Disclosures to Know
As a reputable financial advisor, ARKELL ASSET MANAGEMENT, LLC is committed to transparency and full disclosure to its clients. Some important disclosures to be aware of include:
- Fiduciary duty: As a registered investment advisory firm, ARKELL ASSET MANAGEMENT, LLC has a fiduciary duty to act in the best interests of its clients.
- Code of ethics: The firm has a strict code of ethics that all advisors must adhere to, including avoiding conflicts of interest and maintaining client confidentiality.
- Legal or disciplinary events: Advisors at ARKELL ASSET MANAGEMENT, LLC have no legal or disciplinary events on their