JH
JH

John Harrison

27 Years of Experience
Atlanta, GA
Broker

John Harrison is a registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 27 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305

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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.

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Other Business Activities

John is involved with two LLCs: Maho Bay Partners, an equipment leasing company for an airplane (dedicating a few hours per week), and Paces Ferry Capital LLC, a pass-through entity for 1099 income (dedicating minimal time). These activities are not investment-related.

Employment History
Current Registrations
Arkadios Wealth Advisors
November 2017 - Present · 8 yrs 8 mos
Arkadios CapitalBroker
May 2017 - Present · 9 yrs 2 mos
Previous Registrations
Cole Capital CorporationBroker
February 2005 - March 2017 · 12 yrs 1 mo
Wells Investment Securities,inc.Broker
May 2003 - October 2004 · 1 yr 5 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
April 1996 - September 1999 · 3 yrs 5 mos
Dillon, Read & CO. INC.Broker
August 1995 - April 1996 · 8 mos
Nomura Securities International, INC.Broker
October 1994 - May 1995 · 7 mos
State Registrations2 states
FLGA
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.
John Harrison - Financial Advisor | TrueAdvisor