LB
LB

Lester Brackley

21 Years of Experience
Milton, GA

Lester Brackley is a registered investment advisor at Arkos Global Advisors, LLC, based in Milton, GA, with 21 years of industry experience. Lester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 444 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
444 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.00%
$5M+1.00%

Fees above $5,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3000 Heritage Walk, Ste 303, Milton, GA, 30004

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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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Employment History
Current Registrations
Arkos Global Advisors, LLC
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Lakeview Capital Partners, LLC
January 2016 - March 2020 · 4 yrs 2 mos
J.P. Morgan Securities LLC
November 2010 - August 2015 · 4 yrs 9 mos
Morgan Keegan & Company, INC.
July 2004 - November 2010 · 6 yrs 4 mos
State Registrations2 states
GASC
Advisor

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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