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 provided for clients who choose to delegate investment decision-making under an agreed Investment Policy Statement. The appropriateness of this service depends on each client’s individual circumstances, including financial condition, objectives, and risk tolerance.
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 provided for clients who choose to retain decision-making authority while receiving investment recommendations. Suitability is determined based on each client’s individual profile and preferences.
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, product requirements, or ongoing commitments. Advice is provided based on available information and is intended for informational purposes only. Recommendations do not constitute guarantees of performance or financial results.
This service is designed for clients seeking an 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 access to additional liquidity through the structured use of portfolio assets.
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: Access additional liquidity through portfolio-based borrowing, subject to associated risks
- 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 provide a structured framework to support investment decision-making based on each client’s objectives, financial situation, and risk tolerance. This process does not assure any specific outcome or result.
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?
Choosing a financial advisor is an important decision.
If you are evaluating whether Arkhe Wealth Management is appropriate for your needs, you may contact us to request additional information about our services and approach.
Initial conversations are provided for informational purposes only and do not establish an advisory relationship.
* 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.