Our Services
Structured wealth management for informed and strategic decision-making
Our Approach
Strategic wealth management across borders
Financial markets are complex, but a structured investment approach can provide clarity. Arkhe Wealth Management delivers structured wealth solutions with a focus on disciplined risk management—helping international investors navigate currency risks, market volatility, and cross-border financial complexities.
We focus on strategic asset allocation, portfolio resilience, and disciplined investing to help clients pursue long-term financial resilience and strategic growth. Whether you seek professional management or expert guidance, our fiduciary-driven approach is built on transparency and alignment with client interests.
Wealth management goes beyond growth—it requires risk management and strategic decision-making. At Arkhe, we help investors manage risk, preserve capital, and capitalize on opportunities while navigating financial markets with a structured, informed approach.
Our Solutions
Tailored investment solutions for cross-border wealth
At Arkhe Wealth Management, we provide structured investment strategies designed for individuals managing wealth across borders. Our data-driven approach focuses on preserving capital, managing risk, and ensuring long-term financial clarity in U.S. markets.
Discretionary investment management
Hands-off, expert-led portfolio management.
For investors seeking a professional, fully managed portfolio, Arkhe handles every aspect of investment management, from strategic asset allocation to risk management and market positioning.
- Active portfolio oversight based on structured, research-driven investment decisions.
- Quarterly rebalancing to ensure your portfolio remains aligned with your financial objectives.
- Risk management strategies to navigate market fluctuations while maintaining long-term growth potential.
Non-Discretionary investment management
Expert insights with client control.
For investors who prefer to retain control over their investment decisions, Arkhe provides personalized guidance and strategic insights to help optimize their portfolios.
- Custom investment strategy development tailored to your risk tolerance and goals.
- Ongoing portfolio reviews and recommendations based on market trends and economic conditions.
- Hands-on advisory support, ensuring you make informed, research-backed investment decisions.
Wealth planning
Structured financial roadmaps for long-term security.
True wealth management goes beyond investing—it requires a strategic financial plan to protect assets, optimize capital, and align investments with life goals.
- Comprehensive financial planning, including budgeting, cash flow management, and retirement strategies.
- Risk mitigation strategies to protect against economic uncertainties and market volatility.
- Legacy and estate planning guidance, ensuring wealth preservation across generations.
Strategic advice & wealth optimization
Advanced financial strategies for long-term success.
Arkhe provides specialized financial advisory services to help clients enhance portfolio resilience, structure assets effectively, and manage wealth efficiently.
- Cross-border wealth structuring to navigate international financial complexities.
- Capital allocation strategies designed to optimize risk-adjusted returns.
- Investment policy development to maintain a disciplined, long-term approach to wealth building.
Let’s discuss how we can structure your wealth with confidence.**
Our process
A structured process for long-term wealth management
Our methodical, research-driven approach ensures your investments align with your financial goals while managing risk effectively. Here’s how we help structure and manage your wealth with confidence.
Step 1: Understanding your goals & risk profile
We start with an in-depth discovery session to learn about your financial background, risk tolerance, and long-term objectives. This step establishes a foundation for building a personalized wealth strategy aligned with your vision.
Step 2: Defining your investment strategy
Before making investment decisions, we develop your investment framework. This includes defining your portfolio structure, asset allocation, and risk management approach. Your Investment Policy Statement (IPS) serves as the blueprint for your portfolio.
Step 3: Managing & optimizing your portfolio
Once your portfolio is structured, we implement strategic asset allocations, execute trades, and monitor market conditions. Our disciplined approach ensures continuous adjustments to maintain resilience and long-term stability.
Step 4: Ongoing monitoring & transparent reporting
We provide regular portfolio reviews, real-time insights, and transparent reporting to ensure your investments remain aligned with your evolving financial goals. Clients receive quarterly updates, annual strategy reviews, and direct access to expert guidance.
Our Pricing
Transparent pricing for fiduciary wealth management
At Arkhe Wealth Management, we believe in full transparency. Our fee-only structure means we earn no commissions—only a clear, structured fee based on the assets we manage for you.
Fees are calculated based on the AUM (Assets Under Management) as of the last business day of each quarter and are billed quarterly in arrears. For accounts opened or closed mid-quarter, fees are prorated to reflect the exact number of days the account was managed during the billing period.
We offer transparent, tiered pricing for both Discretionary and Non-Discretionary investment management services. Our fee structure is based on Assets Under Management (AUM) and is designed to align with your financial growth.
| AUM (Assets Under Management) | Discretionary Annual Fee | Non-Discretionary Annual Fee |
|---|---|---|
| Up to $100,000 | 3.0% | 2.5% |
| $100,001 – $250,000 | 2.5% | 2.0% |
| $250,001 – $500,000 | 2.0% | 1.5% |
| $500,001 – $1,000,000 | 1.5% | 1.0% |
| Above $1,000,000 | 1.0% | 1.0% |
Note: Fees are based on the account’s Net Liquidation Value (NLV) as of the last business day of the quarter. Prorated fees apply for partial periods such as new account openings or closures.
Our financial planning services are billed at an hourly rate of US$150. Fixed fees for specific advisory services range from US$300 to US$10,000, depending on the complexity and scope of work.
Clients may incur additional costs unrelated to Arkhe’s advisory fees, such as brokerage fees for trade execution, custodian charges for account maintenance, mutual fund or ETF expense ratios. Arkhe Wealth Management does not receive compensation from these third-party fees.
Clients may terminate agreements within five (5) business days of signing for a full refund. After this period, fees are prorated based on services rendered up to the termination date. An administrative fee of up to US$500 may apply for accounts closed within the first quarter if services were provided.
For a detailed explanation of our fees, services, and other important disclosures, please refer to our Form ADV Part 2. This document provides transparency regarding our operations and helps you make informed decisions about your financial partnership with Arkhe Wealth Management.
Manage your wealth with clarity and purpose
At Arkhe Wealth Management, we provide clear, purpose-driven financial guidance—giving you the clarity and structure to focus on what truly matters.**
* Investing involves risks, including the possible loss of principal. Past performance does not guarantee future results.
** Scheduling a call does not create an advisory relationship or guarantee investment success.
Arkhe Wealth Management LLC is a registered investment adviser in Florida. Registration as an investment adviser does not imply any specific level of skill or training. The information on this website is for general informational purposes only and should not be construed as personalized investment advice or a guarantee of future results. Investment decisions should be based on an individual’s specific financial situation, risk tolerance, and investment objectives.
Please review our Disclosure Page for additional details and important regulatory information.
Arkhe Wealth Management LLC acts as a fiduciary and is committed to putting clients’ best interests first. However, we do not provide legal, tax, or accounting advice. Clients should consult with a qualified professional regarding their individual circumstances before making financial decisions.
Arkhe Wealth Management primarily serves non-U.S. investors seeking to invest in U.S. financial markets. Investment strategies may not be suitable for all investors, and access to U.S. markets is subject to local regulations in the client’s country of residence.
Third-party links, market insights, and external resources provided on this website are for informational purposes only. Arkhe Wealth Management does not endorse or guarantee the accuracy of external content.
By using this website, you acknowledge and agree to the terms outlined in this disclaimer.