Ark Royal Wealth Management LLC

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Client assets under management

$156,077,000

Clients

64% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,926,877

About

Ark Royal Wealth Management LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations, managing roughly $169.3 million for about 81 client accounts across three advisors. The firm generally works with higher-net-worth clients and typically requires a $500,000 account minimum, which it may waive in certain circumstances.

The firm follows a long-term, asset-allocation approach grounded in Modern Portfolio Theory, emphasizing broad domestic and international market exposure and the use of DFA and Vanguard mutual funds. Ark Royal performs statistical analysis to set risk‑return profiles, relies on DFA research for investment selection, and delivers ongoing portfolio management and financial planning on a discretionary basis.

Distinctive elements in the brochure include regular client reporting and educational outreach: the firm provides quarterly performance reports, issues periodic written communications, and offers occasional financial education seminars with employers and educational institutions (typically $0–$100 per participant). The firm also emphasizes use of DFA funds (including institutional-only funds available to approved advisers) and notes that it executes individualized client trades rather than aggregating orders, reflecting a research-driven, tailored implementation approach.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Passive / index investing General estate planning guidance

Fee options

Fixed

Financial planning fixed fees range from $2,000 to $7,500 per project

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%

Project-based

Financial planning hourly rate of $385 per hour

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $7,500 Fee-only: Financial planning fixed fees range from $2,000 to $7,500 per project; hourly financial planning rate is $385 per hour

Main office location

Ark Royal Wealth Management LLC

2700 Wycliff Road, Suite 360

Raleigh NC 27607, United States

Number of offices

Most active in

California · North Carolina · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website 919-710-8665

Advisors at this firm

Zachary P

CFP®, Series 63, Series 65

Raleigh, NC

Ark Royal Wealth Management LLC

Zachary Palmer is a CFP® professional with six years of industry experience, currently serving at Ark Royal Wealth Management LLC. His prior experience includes roles at Modera Wealth Management, The Vanguard Group, and Hilltop Wealth Advisors. Palmer also worked at Postmates during 2017-2018. Ark Royal Wealth Management LLC provides investment advisory and portfolio management services to individuals, trusts, estates, and charitable organizations, focusing on a long-term, diversified investment approach using low-cost passive mutual funds. The firm emphasizes client education through seminars and workshops and delivers regular performance reporting.

Passive / index investing General estate planning guidance

Michael P

CFP®

Raleigh, NC

Ark Royal Wealth Management LLC

Michael Palmer is a CFP® professional with 11 years of industry experience, currently serving at Ark Royal Wealth Management LLC since 2015. He is based in Raleigh, NC, and is one of three advisors at the firm. Ark Royal Wealth Management LLC provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm follows a long-term investment approach grounded in Modern Portfolio Theory, emphasizing diversified, low-cost passive funds and utilizes statistical analysis and DFA research for risk-return profiling.

Passive / index investing General estate planning guidance

Nicholas R

CFP®

Raleigh, NC

Ark Royal Wealth Management LLC

Nicholas Ross is a CFP® professional at Ark Royal Wealth Management LLC with one year of industry experience. He has worked at Ark Royal Wealth Management and Truist, and previously spent time in education at North Carolina State University and a secondary school. Ark Royal Wealth Management LLC provides investment advisory and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, using diversified, low-cost passive mutual funds and statistical analysis to manage risk and return.

Passive / index investing General estate planning guidance

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