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Michael Torrey

Arkadios Wealth Advisors
27 Years of Experience
Fairfax, VA
BrokerSells Insurance
View SEC Summary
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Michael Torrey is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Fairfax, VA, with 27 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Arkadios Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
225 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

10911 Clara Barton Court, Fairfax, VA, 22032

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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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Other Business ActivitiesSells Insurance

Michael is a managing member of TNT Financial Services, where he sells life and health insurance, provides advice, and offers business consulting, dedicating about 10-20% of his time. He also serves as an advisor to the Marine Corps Community Services pension plan, spending minimal time per month.

Employment History
Current Registrations
Arkadios Wealth Advisors
November 2022 - Present · 4 yrs
Arkadios CapitalBroker
November 2022 - Present · 4 yrs
Previous Registrations
Triad Advisors, LLC
June 2017 - November 2022 · 5 yrs 5 mos
Triad Advisors LLCBroker
September 2005 - November 2022 · 17 yrs 2 mos
Capital Planning & Investments
July 2003 - July 2017 · 14 yrs
Jefferson Pilot Securities CorporationBroker
July 2000 - September 2005 · 5 yrs 2 mos
Polaris Financial Services, INC.Broker
May 2000 - July 2000 · 2 mos
Allstate Financial Services, LLCBroker
January 2000 - July 2000 · 6 mos
Princor Financial Services CorporationBroker
December 1998 - October 1999 · 10 mos
State Registrations11 states
CADCFLGAMDNCPARISCVAWV
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.
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