Disclosures
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 governs Arkhe’s discretionary and non-discretionary investment management services. It describes the scope of services, fee arrangements, fiduciary obligations, and the rights and responsibilities of both Arkhe and its clients. The specific terms applicable to each client are set forth in the executed client agreement. This summary is provided for informational purposes only and does not replace or modify any signed agreement.
Financial Planning and Strategic Advice Agreement
This agreement governs Arkhe’s financial planning and strategic advisory services. It describes the scope of services, deliverables, fee arrangements, and client responsibilities. The specific terms applicable to each client are set forth in the executed client agreement. This summary is provided for informational purposes only and does not replace or modify any signed agreement.
Requesting Agreement Information
Clients and prospective clients may request additional information regarding Arkhe’s agreements by contacting us at [email protected] . All agreements are provided and executed directly with clients, and the applicable terms are defined in the signed client agreement.
* 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 LLC provides investment advisory services to individuals and high-net-worth individuals based on their financial objectives and circumstances. Certain clients may include international investors who independently seek advisory services in the United States. 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.