Arkadios Wealth Advisors
Assets Under Management
$3.9B
Number of Clients
12,091
Number of Advisors
190
Average Client AUM
$319K
AUM per Advisor
$20.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Arkadios Wealth Advisors LLC offers wrap fee programs called Peak Accounts, custodied with National Financial Services, Fidelity, or Equity Advisors Solutions. Accounts are managed on a discretionary or non-discretionary basis. Clients can buy securities outside of Arkadios Wealth’s investment programs without incurring fees.
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 fall outside the ranges listed as the fee schedule was updated March 2021. A client’s specific fee schedule may be based on a different fee schedule and will be charged as stated in their advisory agreement.
Fee Estimator
Arkadios Wealth offers Peak Accounts with fees based on a percentage of assets managed. The maximum annual asset-based fee schedule is listed in the table above. Clients will be charged the greater of the fee as indicated on their client agreement or the minimum annual of up to $540, deducted monthly ($45) or quarterly ($135). Fees are billed monthly or quarterly in advance and automatically deducted from the account. Additional fees may apply for transactions executed away from Arkadios, markups and markdowns associated with structured products, and spreads paid to market-makers. Arkadios may charge a nominal monthly fee of $1.95 to $2.50 to cover billing costs.
Areas of Practice
Location
2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305