Iain Brackstone
Iain Brackstone is a registered investment advisor at Arkadios Wealth Advisors, based in Alpharetta, GA, with 15 years of industry experience. Iain 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
11675 Great Oaks Way Suite 140, Alpharetta, GA, 30022
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Regulatory 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 ActivitiesSells Insurance
Iain is a member of Alternative Risk Strategies, LLC, providing consulting services to insurance companies, dedicating minimal time. He also works as a Wealth Advisor for South Park Capital and George Terlizzi, Inc., spending full-time hours advising retail investment and insurance clients.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
Kalos Management
Kalos Capital, INC.Broker
Triad Advisors, INC.
Triad Advisors, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Wheat, First Securities, INC.Broker
Suntrust Securities, INC.Broker
Powell & Satterfield, INC.Broker
State Registrations13 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.