Suzanne Wheeler
Suzanne Wheeler is a registered investment advisor at Arkadios Wealth Advisors, based in Olney, MD, with 25 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
2943 B Olney Sandy Spring Road, Olney, MD, 20832
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2022Other Business ActivitiesSells Insurance
Suzanne owns rental property in Baltimore, MD. She is also the secretary for South Village Homes Corp, spending minimal time reviewing meeting notes. Additionally, Suzanne is an appointed agent for RAK Group Inc. selling LTC, fixed annuities, and life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Coastal Equities, INC.Broker
Coastal Investment Advisors
Ssn Advisory, INC.
Securities Service Network, LLCBroker
National Planning CorporationBroker
Cambridge Investment Research, INC.Broker
U.S. Clearing CORP.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.