Most financial advisors require you to hand over your money so they can invest it as the first step in the relationship without educating you along the way. Instead, we’ll give you all of the benefits of a financial plan for free.
That’s right, for free. After you complete the ARC Plan, you’re free to manage everything yourself moving forward. We believe in our products and service, so you will want us to support and manage your financial plan. The total fee to manage your accounts ranges from .85 % to 1.64% on AUM (the investable assets you bring to ARC Wealth), calculated annually. There are no minimums, no transaction fees, and no startup fees.
Are you a fiduciary?
Yes, your interests are our only interest.
What is your investment philosophy?
Our investment philosophy is to provide personalized investing strategies, savings strategies, and debt paydown strategies to our clients. We believe that everyone’s financial situation is unique, and we want to create a plan that is tailored to each individual’s needs. We also believe that investing should be accessible to everyone, regardless of their income or net worth. and we don’t try to sell you anything along the way. We put your interests first.
We prefer low cost, index portfolios.
What about robo-advisors?
ARC Wealth isn’t for everyone. We’re a white glove service with a primary focus on the education and empowerment of our clients through human interaction.
Can I work with ARC Wealth if my company has a restricted investment list?
ARC Wealth may be able to accommodate your needs even if your company has a restricted investment list. We can work with you to ensure that your investments comply with your firm’s requirements.
Are my investment returns guaranteed?
No, investment returns are never guaranteed, and anyone who tells you otherwise are lying. Any investment carries some degree of risk. The process helps you understand the risks involved in investing and make informed decisions about your investments.
How long does the process take?
Approximately 4 weeks. This includes 3 virtual meetings, some document gathering on your end, and email correspondence.
Can you help me with my debt?
Absolutely. Most ARC clients come to us with some form of debt, whether that’s student loans, a line of credit or mortgage. Our planners can help you create a plan to pay off your debt, refinance your loans, consolidate your debts, and manage your debt payments in a way that is compatible with your future goals.
Are the meetings in person?
Our meetings are virtual. We use video chat and screen share to collaborate with clients across Canada. This allows us to serve HENRYs and keep our services accessible to everyone. You can turn your webcam on or off.
Have a few more questions?
Book a call to talk through the details and find out if we’re right for you.
