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Mem Webb

27 Years of Experience
Homewood, AL
1 DisclosureBrokerSells Insurance

Mem Webb is a registered investment advisor at Arkadios Wealth Advisors, based in Homewood, AL, with 27 years of industry experience. Mem 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3125 Independence Drive, Suite 105, Homewood, AL, 35209

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2001
Denied
Other Business ActivitiesSells Insurance

Mem volunteers for the Coastal Conservation Association and owns several rental properties, dedicating minimal time to these activities. Mem is also involved in family LLCs and sells life, annuity, and long-term care insurance, spending minimal time on insurance sales.

Employment History
Current Registrations
Arkadios Wealth Advisors
May 2023 - Present · 3 yrs
Arkadios CapitalBroker
May 2023 - Present · 3 yrs
Previous Registrations
UBS Financial Services INC.
March 2009 - June 2023 · 14 yrs 3 mos
UBS Financial Services INC.Broker
March 2009 - June 2023 · 14 yrs 3 mos
Citigroup Global Markets INC.
January 1999 - April 2009 · 10 yrs 3 mos
Citigroup Global Markets INC.Broker
December 1998 - April 2009 · 10 yrs 4 mos
State Registrations18 states
ALCACTFLGAILKSLAMIMOMSMTNCNYSCTNTXVA
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.