Athol Bias is a registered investment advisor at B. Riley Wealth Advisors, INC., based in Castalia, OH, with 28 years of industry experience. Athol is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 10,573 clients with $4.2B 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 | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee rates shown. Rates vary depending on whether transaction fees are bundled (wrap) or paid separately (non-wrap). Fees are negotiable.
Fee Estimator
Location
115 Main Street, Castalia, OH, 44824
Get directionsHistory
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
Athol is an elected official for Margaretta Township, dedicating minimal time each week, and owns investment property with his wife. He also represents Margaretta Township on the Sandhill Cemetery Board, which requires minimal time commitment annually.
Employment History
Current Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
Previous Registrations
B Riley Wealth Management
Capital Securities of America, INC.
Capital Securities of America, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.