Advisor at Ark Financial Strategies LLC
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Firm
Ark Financial Strategies LLC
Location
Richmond, VA
Credentials
Series 63, Series 65
Industry experience
9 years
Joel Hughey is a financial advisor at Ark Financial Strategies LLC with nine years of industry experience. He previously worked at New York Life from 2015 to 2024. Outside of his advisory role, he serves as a board member for the Community Christian Center in Henrico, VA. Ark Financial Strategies LLC provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs a variety of analytical methods and trading approaches, prepares Investment Policy Statements for each client, and typically operates with discretionary authority to implement agreed strategies.
Based on Ark Financial Strategies LLC
Financial planning fixed fees range from $2,000 to $10,000 depending on complexity and services.
1.50% annually
Compensation received for the sale of insurance products; commissions are not the primary source of advisory fees and advisory fees are not offset by commissions.
Account minimum: $250,000
Richmond, VA
Virginia
Ark Financial Strategies LLC
2024 - Present (2 years)
New York Life
2015 - 2024 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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