Michael Torrey
Michael Torrey is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Fairfax, VA, with 27 years of industry experience. Michael 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
10911 Clara Barton Court, Fairfax, VA, 22032
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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 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
Arkadios CapitalBroker
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Capital Planning & Investments
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
Princor Financial Services CorporationBroker
State Registrations11 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.