How Does It Work?
LET'S GET TO KNOW ONE ANOTHER ...
We want to know more about you and your unique financial needs and goals, and you should learn more about us. An initial discovery meeting is an opportunity to listen to your needs, to answer your questions, and to share some information about ourselves and our approach.
We listen, we ask questions, and we listen some more.
WE REVIEW AND ANALYZE YOUR INVESTMENTS ... FOR FREE ...
We offer a no-cost, no-obligation analysis of your current investments and allocations, including any active company retirement plans (401k, 403b, pension, etc.). Are there areas in need of improvement? Can it be done better?
YOU CHOOSE YOUR ADVISORY FEE AND YOUR LEVEL OF SERVICE ...
If we are the right fit for you, and if you are the right fit for us, we engage in a relationship through an investment advisory agreement.
Unlike most advisory firms, we do not apply the same advisory fee across all clients. Your circumstances and needs are unique; therefore, you should choose the advisory fee and the level of service appropriate for you. Don't pay for more than you need.
TRANSITION FROM YOUR CURRENT ALLOCATION TO YOUR ARKELL ALLOCATION ...
We partner with Charles Schwab to provide a secure platform for your accounts and your investments. You will receive statements from Schwab as well as online access to your accounts.
We lead the process of transitioning your current investment strategy to your Arkell strategy. In the case of active retirement plans, we work with you to make any adjustments and improvements through the current custodian.
MONITOR, REBALANCE, AND REVIEW ...
With a low-cost, efficiently-diversified mix of investments in place, we monitor your allocation and we periodically perform a rebalance to maintain your long-term strategy. Based on your chosen level of service, we review your progress with you. These account reviews are an opportunity to discuss changes in your life or in your financial circumstances and to review your progress toward your financial goals.
To start the conversation please click here:
Do you know how much risk is in your portfolio?
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