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CFP

Janet Sherry

Arkadios Wealth Advisors
27 Years of Experience
Wall, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Janet Sherry is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Wall, NJ, with 27 years of industry experience. Janet 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
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View Full SEC Brochure

Location

4814 Outlook Drive, Suite 104, Wall, NJ, 07753

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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

Janet is an agent appointed with multiple carriers, advising clients on fixed insurance, life, long-term care, and disability insurance, dedicating a few hours per week. She is also a co-owner of Foresight Financial Partners, a financial planning and investment firm, taking about a quarter of her time.

Employment History
Current Registrations
Arkadios CapitalBroker
April 2019 - Present · 7 yrs 6 mos
Arkadios Wealth Advisors
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
Triad Advisors, LLC
March 2014 - April 2019 · 5 yrs 1 mo
Triad Advisors LLCBroker
March 2014 - April 2019 · 5 yrs 1 mo
New England Securities Corporation
December 2011 - March 2014 · 2 yrs 3 mos
New England SecuritiesBroker
November 2011 - March 2014 · 2 yrs 4 mos
Securities America, INC.Broker
June 2009 - July 2011 · 2 yrs 1 mo
Jm Egan Wealth Advisors, LLC
January 2006 - July 2011 · 5 yrs 6 mos
Capital Analysts, Incorporated
January 2006 - June 2009 · 3 yrs 5 mos
Capital Analysts, IncorporatedBroker
March 2004 - June 2009 · 5 yrs 3 mos
Edward JonesBroker
November 2002 - November 2003 · 1 yr
Bny Investment Center INC.Broker
May 2001 - November 2002 · 1 yr 6 mos
Lockwood Financial Services, INC.Broker
March 1997 - December 1999 · 2 yrs 9 mos
State Registrations12 states
AKARAZCACTFLMDNJNYTXVAWA
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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