Joseph Patire is a registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 27 years of industry experience. Joseph 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
Joseph is a board member for Hoosick Falls Central School District since 2016, dedicating a few hours per week. He is also a managing director and owner of Patire Holdings, LLC and DJRCSM, LLC, respectively, both financial advisory firms, spending minimal time on each.
Employment History
Current Registrations
Arkadios Capital
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Yieldquest Securities, LLCBroker
Yieldquest Advisors, LLC
Register & Akers Investments, INC.
Register & Akers Investments, INC.Broker
Mcdonald Investments INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
State Registrations36 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.