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
2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305
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 Activities
Caroline operates under the DBA SPFG, an investment-related business, since June 2024. This activity takes about half of Caroline's time during securities trading hours.