Ark Royal Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$156,077,000
Clients
81
Advisors
3
of 4 employees
About
Ark Royal Wealth Management LLC provides discretionary investment management and financial planning to individuals, trusts, estates, and charitable organizations. The firm offers ongoing portfolio management, investment strategy recommendations, and financial planning or consulting services tailored to client objectives and with the ability for clients to impose written investment restrictions.
The firm’s investment approach emphasizes long‑term strategies grounded in Modern Portfolio Theory and efficient‑market assumptions, using broad, passively managed mutual funds primarily from DFA and Vanguard and statistical analysis of returns and correlations to set asset allocation. Ark Royal also conducts suitability reviews before implementing non‑traditional or private investment strategies and may oversee third‑party managers for complex or structured positions.
Noteworthy features relative to peers include routine client performance reporting (clients may receive quarterly performance reports) and an occasional program of financial education seminars delivered with employers and educational institutions on a cost‑of‑attendance basis. The firm also tends to execute individualized client trades rather than aggregating orders and uses institutional‑only DFA funds and oversight of complex private strategies, practices that are less common among similar advisory firms.
Client services
Expertise
Fee options
Fixed fees range from $2,000 to $7,500 per financial planning project
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%
$385 per hour (financial planning/consulting)
Account minimum: $500,000 Minimum fee: Minimum annual fee of $7,500
Main office
2700 Wycliff Road, Suite 360
Raleigh NC 27607
Advisors at this office
3
Most active in
California · North Carolina · Texas
Also doing business as
Ark Royal Wealth Management · Ark Royal Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Zachary P
CFP®, Series 63, Series 65
Raleigh, NC
Ark Royal Wealth Management LLC
Zachary Palmer is a CFP® with seven years of experience in financial advising. He is currently with Ark Royal Wealth Management LLC and previously worked at Modera Wealth Management, The Vanguard Group, and several other firms. Palmer has also worked outside the advisory field, including a role at Postmates. Ark Royal Wealth Management LLC provides discretionary investment management and financial planning for individuals, trusts, estates, and charitable organizations. The firm employs long-term strategies based on Modern Portfolio Theory, using primarily passively managed mutual funds and conducts suitability reviews before implementing alternative investments.
Michael P
CFP®
Raleigh, NC
Ark Royal Wealth Management LLC
Michael Palmer is a CFP® professional with 12 years of industry experience. He has worked at Ark Royal Wealth Management LLC since 2015 and previously spent one year at Woodward Financial Advisors, Inc. Palmer is based in Raleigh, NC. Ark Royal Wealth Management LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm follows a long-term investment approach based on Modern Portfolio Theory, utilizing primarily passive mutual funds from DFA and Vanguard, and provides tailored portfolio management with performance reporting and occasional financial education seminars.
Nicholas R
CFP®
Raleigh, NC
Ark Royal Wealth Management LLC
Nicholas Ross is a CFP® professional with one year of industry experience. He is currently with Ark Royal Wealth Management LLC, where he has worked since 2021, following a brief tenure at Truist in 2022. His background includes several years in education prior to entering the financial advisory field. Ark Royal Wealth Management LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm uses a long-term, Modern Portfolio Theory-based investment approach focused on broadly diversified, passively managed funds and offers regular client performance reporting as well as financial education seminars.
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