TrueAdvisor
TrueAdvisor
MS
CFP
MS
CFP

Michael Sievert

Arkadios Wealth Advisors
35 Years of Experience
Jacksonville, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Sievert is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Jacksonville, FL, with 35 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Arkadios Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
225 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10739 Deerwood Park Blvd #105, Jacksonville, FL, 32256

Get directions

History

Regulatory 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

Michael conducts all business with Arkadios Capital through Exclusive Advisors LLC, dedicating full-time hours to this activity. He is also appointed with multiple companies for fixed life and health insurance sales.

Employment History
Current Registrations
Arkadios CapitalBroker
February 2018 - Present · 8 yrs 8 mos
Arkadios Wealth Advisors
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Triad Advisors LLCBroker
November 2012 - March 2018 · 5 yrs 4 mos
Triad Advisors, LLC
November 2012 - March 2018 · 5 yrs 4 mos
Lincoln Financial Advisors Corporation
November 1992 - November 2012 · 20 yrs
Lincoln Financial Advisors CorporationBroker
April 1992 - November 2012 · 20 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
April 1992 - April 2006 · 14 yrs
MML Investors Services, INC.Broker
February 1991 - May 1992 · 1 yr 3 mos
State Registrations12 states
CAFLGAMANCNJNVNYOHSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Jacksonville, FL →All financial advisors in Florida →