Arkos Global Advisors, LLC

Arkos Global Advisors, LLC, a registered investment adviser established in April 2017, offers financial planning, consulting, and investment management services. The firm had $1,109,378,000 in assets under management as of December 31, 2024, managed on both discretionary and non-discretionary bases. Services include business planning, retirement planning, and investment consulting. Clients have discretion over decisions and are not obligated to act on recommendations. The firm's investment strategies involve fundamental, technical, and cyclical analysis to create diversified portfolios. Fees are charged based on assets under management, with a tiered fee schedule. Clients may impose restrictions on account management. The firm may use Independent Managers to manage client assets, with due diligence conducted regularly. Arkos Global Advisors recommends using Schwab for custody and brokerage services. The firm does not provide accounting services and has not been involved in any disciplinary events. Clients may grant investment discretion to the firm, allowing it to make decisions on their behalf. Proxy voting authority is generally declined. The firm does not require prepayment exceeding $1,200 or have financial conditions that may impair client commitments. For more information, visit www.arkosglobal.com.