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
801 Cassatt Road 100 Berwyn Park, Suite 205, Berwyn, PA, 19312
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
Bryan is an insurance agent offering various insurance products, including life settlements, accident and health insurance, annuities, long-term care, and property and casualty insurance. He also manages S Corps and other entities related to the sale of health insurance and other benefits; these activities take about half of Bryan's time.