Our Services
Arkhe offers three ways to work with us, from full portfolio management to one-time financial advice. Each service is tailored to your goals, always guided by our fiduciary duty.
Choose the way you want to invest
Discretionary Investment Management
For clients who prefer to delegate the daily decisions of investing, we offer discretionary portfolio management.
Once we define your investment strategy together, based on your goals, risk tolerance, and preferences, we take responsibility for managing the portfolio on your behalf. This includes selecting investments, rebalancing when needed, and staying aligned with the agreed strategy. You remain informed, but without the need to track the markets or execute trades.
This service is ideal for individuals who want professional oversight and prefer to focus on other aspects of their life or business.
Non-Discretionary Investment Management
If you prefer to remain involved in every investment decision but want professional guidance along the way, we offer non-discretionary investment management.
We help you build a strategy, provide specific recommendations, and walk with you through execution, but you always make the final call. This structure allows for collaboration while keeping control in your hands.
This service is best suited for clients who want to stay hands-on but value expert input and strategic structure.
Financial Consulting
We also offer financial consulting on an hourly basis for clients who don’t need ongoing portfolio management. This may include advice on investment strategy, risk allocation, evaluating financial decisions, or reviewing your current plan. There are no account minimums, no product requirements, and no ongoing commitment, just clear, thoughtful advice when you need it.
This service works well for those seeking independent perspective on specific financial questions or one-time planning needs.
Our Process
Arkhe CORE & PLOC
At Arkhe, every client journey begins by building a strong foundation: your CORE. This is where we define your objectives, assess your financial reality, and begin structuring your wealth around your needs, values, and capacity for risk. The CORE is built with discipline and intention, offering structure, consistency, and clear direction.
As your understanding of the markets grows and your circumstances evolve, and only when the CORE is firmly in place, we may introduce the next phase of your plan: PLOC, a next stage that, in certain cases, allows you to use your portfolio more efficiently through structured access to additional resources.
This is not about speculation. It’s about understanding your optimal debt ratio to access the following advantages:
- Liquidity: Maintain access to capital without disrupting your investment plan
- Flexibility: Respond to opportunities or challenges on your own terms
- Leverage: Put your capital to work more efficiently, while preserving financial stability
- Resilience: Retain control and continuity, even in volatile or uncertain conditions
We guide this process through a defined framework—setting thresholds, running simulations, and reviewing your strategy regularly to ensure it remains aligned with your evolving needs.
Use of this approach is subject to client-specific suitability analysis and is implemented only when it supports overall financial health.
Whether your plan remains within the CORE or expands into the PLOC stage, we’re here to guide you with clarity, structure, and stewardship.
What to Expect
Working with Arkhe means more than receiving investment advice. It means starting a relationship. From the beginning, we focus on understanding where you are and where you want to go. We don’t rush decisions or push products. We listen, ask questions, and move at your pace.
Whether you delegate decisions or stay more involved, you can expect clear communication, thoughtful guidance, and a partner who respects your priorities. We don’t believe in pressure or unnecessary complexity. We’re here to help you make informed decisions with clarity, confidence, and continuity.
We stay connected through monthly check-ins, quarterly reviews when needed, and a comprehensive annual meeting. These touchpoints help ensure your strategy stays aligned with your goals and that you always know where things stand.
Our Pricing
At Arkhe Wealth Management, we follow a transparent fee-only structure. We do not receive commissions or third-party payments. Our compensation is aligned with your interests and depends on the services you select.
Fees are calculated based on the Net Liquidation Value (NLV) of your account as of the last business day of each quarter. The NLV reflects the real-time market value of all cash and securities in your account, including unrealized gains or losses. Fees are billed quarterly in arrears. If your account is opened or closed during a quarter, fees are prorated based on the number of days the account was actively managed.
| NLV Tier | Discretionary | Non-Discretionary |
|---|---|---|
| Up to $1,000,000 | 2.0% | 1.8% |
| Above $1,000,000 | 1.0% | 0.8% |
We charge US$150 per hour for financial consulting and planning services. For fixed-scope engagements or project-based advice, fees typically range between US$300 and US$10,000 depending on the complexity, time, and depth of work. No portfolio management or account minimum is required to access this service.
Clients may incur third-party costs that are not related to Arkhe’s fees, such as:
- Brokerage charges for trade execution
- Custodian account maintenance fees
- Mutual fund or ETF expense ratios
Arkhe does not receive compensation or kickbacks from these third-party providers.
You may cancel your agreement within five (5) business days of signing and receive a full refund. After that period, fees are prorated based on services rendered up to the termination date. If a portfolio is closed within the first quarter and services were delivered, an administrative fee of up to $500 may apply.
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.
Ready to connect?
We know that choosing a financial advisor is a personal decision.
If you’re exploring whether Arkhe is the right fit for you, we’d be happy to hear from you.
There’s no commitment, just a chance to learn more, ask questions, and start a conversation.
* 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.
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