Services
Our Services
Discretionary Investment Management
For clients who prefer to delegate portfolio management, Arkhe provides comprehensive services to align your investments with your financial objectives and current market conditions. As your fiduciary, we manage your portfolio with care, aiming to navigate opportunities and risks on your behalf, so you can focus on what truly matters.
Non-Discretionary Investment Management
If you value a hands-on approach, Arkhe offers expert recommendations tailored to your goals. While you retain full control and responsibility for your investment decisions, we provide the insights and analysis you need to make informed choices.
Financial Planning
A personalized roadmap to support your financial journey. From budgeting and retirement planning to risk management, our financial planning services are designed to help you navigate life’s complexities with clarity and purpose.
Strategic Advice
Arkhe provides targeted advisory services to address specific financial needs. Whether it’s managing regional risks, diversifying your portfolio, or exploring advanced investment strategies, our tailored advice helps you approach financial decisions with confidence.
Our Process
At Arkhe Wealth Management, our approach centers on you, not the market. Through a structured and collaborative process, we craft personalized strategies that prioritize your unique journey. By combining trust, transparency, and adaptability, we aim to guide you toward achieving your financial goals with clarity and confidence while managing the risks inherent in investing.*
1
Building the Relationship
We focus on understanding you as a person—your dreams, priorities, and unique financial situation. This step establishes a partnership rooted in trust, ensuring that every decision reflects your values and goals. By truly knowing you, we set the stage for a personalized financial plan tailored to your aspirations
2
Defining Key Parameters
Together, we define the key elements of your financial journey:
- Risk Tolerance: Identifying your comfort with market fluctuations.
- Time Horizon: Setting timelines for short, medium, and long term objectives.
- Purpose: Clarifying your “why,” such as wealth growth, income generation, retirement planning, or legacy building.
3
Crafting the Portfolio
Using the insights gained, we create a tailored portfolio to meet your objectives:
- Balancing risk and return based on your profile.
- Diversifying through strategic asset allocation to mitigate risks and enhance returns across various market conditions.
- Ensuring flexibility to adapt to life’s changes while maintaining a long-term focus.
4
Ongoing Partnership
Our commitment doesn’t end with portfolio creation. We maintain a dynamic relationship to support your evolving needs:
- Conducting regular progress reviews.
- Adjusting your strategy as your personal circumstances or broader market conditions evolve to ensure your portfolio stays aligned with your goals.
- Providing transparent communication to keep you informed at every stage.
Our Pricing
We believe in transparency when it comes to our pricing. Below, you will find our fee schedule for our services.
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.
| 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% |
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.
Ready To Explore Your Financial Opportunities?
Discover how Arkhe can help you navigate the world of financial markets.**