Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K+ | 1.75% |
Existing clients may have different fee schedules. Clients will be charged the greater of the fee as indicated on their client agreement or the minimum annual of up to $540.
Fee Estimator
Arkadios Wealth offers Peak Accounts with fees based on a percentage of assets managed. The maximum annual fee is 2.25% for balances $0 - $250,000, 2.00% for balances $250,001 - $500,000, and 1.75% for balances $500,001+. Clients will be charged the greater of the fee as indicated on their client agreement or the minimum annual of up to $540 ($45 monthly or $135 quarterly). Fees are billed monthly or quarterly in advance and automatically deducted from the account. The maximum annual fee for third-party asset management accounts is 2.50% for balances $0 - $250,000, 2.25% for balances $250,001 - $500,000, and 2.00% for balances $500,001+.
Areas of Practice
Advisor Information
Office location
134 Industry Lane, Suite 5, Forest Hill, MD, 21050
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bernard provides IT and federal acquisition regulations cost recovery advisory services, comprehensive financial planning, and manages a rental property trust. He also sells life and health insurance, and volunteers as a treasurer for a soccer association and homeowners association.