As a fee-only fiduciary, Arc Element's only compensation is the fee you pay directly. No commissions. No product sales. No incentive to recommend anything other than what's in your interest.
For ongoing wealth management relationships, the advisory fee is tiered and blended — each portion of the account is billed at the rate for that tier. The fee is billed monthly in arrears based on the average daily balance of the account.
| Assets Under Management | Annual Fee |
|---|---|
| $0 – $500,000 | 1.100% |
| $500,001 – $2,000,000 | 0.900% |
| $2,000,001 – $5,000,000 | 0.700% |
| $5,000,001 – $10,000,000 | 0.500% |
| $10,000,001 – $20,000,000 | 0.300% |
| $20,000,001 and above | 0.250% |
The minimum household size is $250,000.
For households with $500,000 or more under management, financial planning and consulting services are available as part of the ongoing relationship at no additional fee.
For standalone financial planning engagements, Arc Element offers a full written financial plan under a fixed fee arrangement, or modular single-topic work on an hourly basis. Complete details are available in the Form ADV Part 2A brochure.
The advisory fee is separate from fund expenses, custodial charges, and transaction costs. Complete details are in the advisory agreement and Form ADV Part 2A brochure.