ME
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
761 clients
Average Client Portfolio
$739K average
Assets Under Management
$562.7M
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
Hourly Rate:$500/hr
Fees are individually negotiated with each client and range up to an annual rate of no more than 2.5% of assets under management. General consulting services are billed at an hourly rate of $500.
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement Planning
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Advisor Information
Office location
3 Legacy Park Road, Suite A, Greenville, SC, 29607
Get directionsRegulatory History
Clean regulatory record
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
Miriam works as a registered administrator for Wagner Wealth Management and Wealth Management Advisors, dedicating significantly more than full-time hours to each. She also engages in life insurance sales, spending minimal time on this activity.
Employment History
Current Registrations
Arkadios CapitalBroker
April 2021 - Present · 4 yrs 9 mos
Wealth Management Advisors, LLC
September 2017 - Present · 8 yrs 4 mos
Previous Registrations
Triad Advisors LLCBroker
September 2017 - April 2021 · 3 yrs 7 mos
LPL Financial LLC
December 2016 - September 2017 · 9 mos
LPL Financial LLC Broker
October 2016 - September 2017 · 11 mos
State Registrations1 state
SC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.