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Bernard Mcvey

Arkadios Wealth Advisors
13 Years of Experience
Forest Hill, MD
BrokerSells Insurance
View SEC Summary
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Bernard Mcvey is a registered investment advisor at Arkadios Wealth Advisors, based in Forest Hill, MD, with 13 years of industry experience. Bernard 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
220 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
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View Full SEC Brochure

Location

134 Industry Lane, Suite 5, Forest Hill, MD, 21050

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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 ActivitiesSells Insurance

Bernard provides IT and federal acquisition regulations cost recovery advisory services, comprehensive financial planning, and manages a rental property trust. He also sells life and health insurance, and volunteers as a treasurer for a soccer association and homeowners association.

Employment History
Current Registrations
Arkadios Wealth Advisors
August 2022 - Present · 4 yrs 2 mos
Arkadios CapitalBroker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Kalos Management
April 2016 - September 2022 · 6 yrs 5 mos
Kalos Capital, INC.Broker
March 2016 - September 2022 · 6 yrs 6 mos
PFS Investments INC.Broker
June 1996 - December 1998 · 2 yrs 6 mos
State Registrations3 states
KYMDVA
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.
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