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Arkadios Wealth Advisors

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Total assets under management

$3,856,398,203

More info

Total clients

11,700

5% high-net worth

Total advisors

151

of 188 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

77

Average account size

$329,607

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Financial planning fixed fees ranging from $250 to $15,000, agreed upon in advance

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001+: 1.50%

Commissions

Transaction fees for trades other than mutual fund trades; mutual fund transaction fees may be passed through; Arkadios Capital receives dealer concessions and revenue shares in some cases

Project-based

Hourly consulting fees ranging from $50 to $500 per hour

Other

Account minimum: $50,000 Minimum fee: Minimum fee of $10.42 monthly for clients at NFS; minimum fee of up to $125 annually for third-party asset management accounts Fee-only: Financial planning fees charged as fixed fees ranging from $250 to $15,000 or hourly rates ranging from $50 to $500 per hour

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510

Atlanta GA 30305, United States

Number of offices

65

Forms ADV

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

Quick links

LinkedIn Website 404-445-0035

Advisors at this firm

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Jamie F

Series 66

Raritan, NJ

Arkadios Wealth Advisors
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Jeffery A

CFP®, Series 66

Forest Hill, MD

Arkadios Wealth Advisors
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Henry Z

Series 66

Atlanta, GA

Arkadios Wealth Advisors
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Hays E

Series 63, Series 66

Atlanta, GA

Arkadios Wealth Advisors
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Jennifer B

Series 65

Raleigh, NC

Arkadios Wealth Advisors
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Marlene D

CFP®, Series 63, Series 65

Rochester, NY

Arkadios Wealth Advisors
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Andrew D

Series 63, Series 65

Scottsdale, AZ

Arkadios Wealth Advisors
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Caroline G

Series 66

Atlanta, GA

Arkadios Wealth Advisors
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Christopher C

Series 66

Fort Worth, TX

Arkadios Wealth Advisors
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Michael W

Series 63, Series 65

Scottsdale, AZ

Arkadios Wealth Advisors
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Kiliaen L

Series 63, Series 66

Atlanta, GA

Arkadios Wealth Advisors
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Jonathan L

CFP®, Series 66

Charlotte, NC

Arkadios Wealth Advisors
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Slade S

Series 63, Series 65

Metairie, LA

Arkadios Wealth Advisors
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Curtis C

Series 66

Reno, NV

Arkadios Wealth Advisors
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Cordero L

Series 65

Mission, TX

Arkadios Wealth Advisors
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