Arkell Asset Management is an independent, fee-only investment advisory and financial planning firm. Arkell’s mission is to provide clients financial peace of mind; our purpose is protecting and growing client wealth. We want our clients to associate Arkell with trust and that peace of mind.
As fee-only advisors we cannot accept sales commissions or any other investment-related sales fees. This removes the potential for a conflict of interest between advisor and client. Our goals are aligned with those of the client: to minimize costs and to maximize growth.
At Arkell, we design a disciplined and personalized investment strategy around a specific lifestyle and unique retirement objectives. We provide our clients a complimentary financial plan at the outset of the relationship. Financial problems are often due to insufficient planning, not to a lack of money. With proper financial planning, financial decisions are proactive rather than reactive.
Arkell advisors are available for portfolio reviews at any time, and clients are given direct access to those making the investment decisions. No investment decisions or financial planning work is out-sourced.
Our clients' trust is never taken for granted, and therefore, Arkell commits to the utmost ethical and professional standards. Both in our service and in our ethics, we continually strive to exceed client expectations.