A Fee Only Financial Advisor Sharing Your Best Interests
For too long the financial services industry favored the financial advisor and the advisory firm.
We redirect the focus back to the client.
What Makes Arkell Different?
We specialize in serving medical professionals, and we recognize their unique needs, from residents and fellows to practicing medical doctors.
2. You Choose Your Advisory Fee
Often, investors are unaware of their total investment costs, including what they pay their financial advisor. Not only do our clients know their advisory fee, they choose it.
3. Fee Only Financial Advisor
Arkell advisors cannot accept sales commissions or investment-related sales fees. We sell no products or investments for a commission. Our goals are aligned with those of the client; to minimize costs and to maximize growth.
Arkell advisors are not tied to a type or brand of investment product. Our responsibility is to the client, not to an investment company.
5. Fiduciary Responsibility to Our Clients
We are held to the highest ethical standards and have a fiduciary duty to act in the best interests of our clients. Many financial professionals, or brokers, are held only to a standard of “suitability.”
TIM RANDAK, MSF, CFA
Tim is the President and Portfolio Manager of Arkell Asset Management. Among his responsibilities are investment strategies, portfolio re-balancing, and maintaining client financial plans. Prior to founding Arkell Asset Management, Tim was the portfolio manager for an independent advisory firm. He also served as a Vice President at Goldman Sachs in New York City, where his responsibilities were mutual fund and hedge fund risk management. Tim’s experience also includes time with Morgan Stanley and OppenheimerFunds.
Tim received a Master of Science in Finance from the University of Denver and a Bachelor of Arts in Business and Public Administration from the University of Puget Sound.
Tim is a member of the Chartered Financial Analyst Institute
(CFAI) and he holds the CFA designation.