Advisor at Arkin Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arkin Financial Advisors, LLC
Location
Savannah, GA 34106
Credentials
ChFC®
Industry experience
13 years
Steven Arkin is a ChFC® credentialed financial advisor with 13 years of industry experience. He is the principal of Arkin Financial Advisors, LLC, an independent advisory firm he has led since 2012. He also owns Arkin & Associates, P.C., an accounting practice operating since 2004. Arkin Financial Advisors, LLC manages approximately $57.5 million for a client base that includes individuals, trusts, charitable organizations, small businesses, and qualified retirement plans. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing diversified allocations of mutual funds, ETFs, and high-quality individual bonds, and offers both discretionary and non-discretionary portfolio management alongside employee benefit retirement plan services.
Based on Arkin Financial Advisors, LLC
Based on Arkin Financial Advisors, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Account minimum: $200,000 Minimum fee: Minimum annual fee of $5,000, paid quarterly Fee-only: Investment management and retirement plan advisory fees charged as percentage of assets under management; no commissions charged.
345 Commerical Drive
Savannah, GA 34106
Georgia
Arkin Financial Advisors, LLC
2012 - Present (14 years)
Arkin & Associates, P.C.
2004 - Present (22 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
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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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