Arkell Asset Management, LLC

Arkell Asset Management is a fee‑only registered investment adviser serving individuals, high‑net‑worth clients, small businesses and retirement plans, managing roughly $75 million for about 71 clients. The firm offers personalized financial planning, discretionary investment management, and one‑time or hourly consulting engagements (hourly consulting is billed at $250/hour), with fees charged as a percentage of assets or on an hourly basis.

The firm’s investment approach emphasizes strategic asset allocation with passively managed index funds and ETFs as core holdings, periodic rebalancing, and the ability to make tactical adjustments in response to material market or economic events. Clients select among three service levels—Investment Management (explicitly designed for no client contact), Wealth Management (limited contact), and Comprehensive Planning (ongoing comprehensive planning and scheduled reviews)—and may impose written investment restrictions if desired.

Notable operational features include direct, in‑house management of all client assets (no third‑party managers), a custodial relationship with Charles Schwab that can include standing letters of authorization and constructive custody for fee deduction, and policies that disallow commissions, soft‑dollar benefits, and order aggregation. The firm also maintains a documented business continuity and information‑security program and may waive account minimums at its discretion.