Lenajo Hartley
Lenajo Hartley is a registered investment advisor at Arkadios Wealth Advisors, based in Auburn, ME, with 28 years of industry experience. Lenajo 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
31 Court St., Suite 300, Auburn, ME, 04210
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Lenajo is the President of Downeast Financial Group, a DBA/Fixed Insurance business, dedicating nearly full-time hours to it. She also acts as a solicitor for LTAM's Symbil, spending minimal time referring prospective clients, and is President of Downeast Private Wealth LLC, used for tax and bill paying services.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
State Registrations21 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.