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
Cary, IL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is a partner at Klestinski Rapp Marmitt Investment Counsel, providing investment management and financial planning services. This activity is investment-related and takes nearly full-time hours.