Ark Wealth Management Fees & Minimum

Overview

Headquarters: Austin, TX
Total Firm Assets: $216 million
Average High-Net-Worth Client Portfolio Size: $3.2 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: ADV PART 2A (2026-07-16) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$5,000,000	0.80%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	0.40%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$42,000	0.84%
$10 million	$67,000	0.67%
$50 million	$227,000	0.45%
$100 million	$427,000	0.43%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 75.87%
Number of High-Net-Worth Clients: 52
Total Client Accounts: 611
Discretionary Accounts: 611

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 317264

ADV PART 2A (2026-07-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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