Disclosures
Transparency & compliance at Arkhe Wealth Management
At Arkhe Wealth Management, we believe in full transparency when it comes to our services, policies, and legal obligations. This page provides access to our official terms, agreements, and regulatory disclosures. We encourage all clients and visitors to review these documents carefully.
Agreements
Effective Date: January 7, 2025
Investment Advisory Agreement
This agreement establishes the terms for Arkhe’s discretionary and non-discretionary investment management services. It outlines the scope of services, fee structure, fiduciary responsibilities, and the rights and obligations of both Arkhe and its clients.
Financial Planning and Strategic Advice Agreement
This agreement covers Arkhe’s financial planning and strategic advisory services. It defines the scope of these services, deliverables, fee structure, and client responsibilities, ensuring transparency and alignment with client goals.
* 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.