Kiliaen Ludlow is a registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 27 years of industry experience. Kiliaen 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
2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305
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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 Activities
Kiliaen is a board member of the Prestwick Homeowners Association since January 2021, dedicating minimal time to overseeing neighborhood matters and reviewing expenditures.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Continuum Advisory, LLC
Triad Advisors, LLC
Triad Advisors LLCBroker
Synovus Securities, INC.
Synovus Securities, INC.Broker
National Financial Services LLCBroker
Fidelity Brokerage Services LLCBroker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Ameristar Capital Markets, INC.Broker
State Registrations1 state
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.