Details Matter.

The Ark Process:  1. Listen.   2.  Help you think comprehensively about your financial goals.  3.  Put together a financial plan in writing that is simple and concise, and reflects your priorities, goals, and next steps.  4.  Provide unbiased and objective advice with a long-term vision.  5.  Provide strategies for disciplined investment management and stewardship of assets   6.  Be an anchor for sound financial decision making during times of market volatility or economic stress.  7.  Provide ongoing communications and be a knowledge resource as life events occur or plans change  8.  Help clients simplify and consolidate assets for ease of management and estate purposes.  9.  Provide complete transparency in advisory fees.  10.  Provide clients with peace of mind by having a financial plan that is unique and tailored to them.

Client Centered Advisory Model.

Behind the Scenes:  1.  Advisors at Ark are fiduciaries.  2.  Advisors at Ark are accessible and responsive.  3.  Ark is a fee-only firm.  No sales charges or commissions.  4.  Ark Advisors is an independent RIA (registered investment advisor).  No ties to proprietary products, companies, or vendors.  5.  Each client has a primary advisor, but our advisors work as a team for each client behind the scenes.  6.  Advisor compensation is completely transparent to each client.  7.  Client has access to accounts via custodian and performance reporting software customized for Ark Advisors.  8.  Ark conducts account, investment management, custodial, vendor, cybersecurity, industry best practices, and compliance due diligence at regular intervals.  9.  Ark adheres to all recordkeeping and disclosure requirements for new and existing clients.  

Financial Plan Example

Simple.  Concise.  Customized for Each Client.  Backed by Comprehensive Supporting Details.

Transparent Fees & Disclosures.

Less than $250,000 managed by Ark Advisors

$0-250,000:    1.50%

More than $250,000 managed by Ark Advisors (tiered schedule)

$0-1,000,000:  1.0%
$1,000,000-3,000,000:  0.50%
$3,000,000+:  0.25%

401(k) Plans* (tiered schedule)

$0-1,500,000:  0.75%
$1,500,000-$3,000,000:  0.50%
$3,000,000 - $10,000,000:  0.25%
$10,000,000+:  0.10%
​
*plus $20/participant per year

Disclosures:  To view all required disclosure documents for Ark Advisors, LLC, please click HERE.

Mailing Address:
Ark Advisors, LLC
205 N. Williamsburg Dr, Ste E.
Bloomington, IL  61704

Phone and Fax:
Toll Free:  877-661-2025
​Phone:  309-661-2000
Fax:  309-661-2002

To email Ark Advisors, please click HERE.