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Paul Pilcher

23 Years of Experience
Atlanta, GA
Broker

Paul Pilcher is a registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 23 years of industry experience. Paul 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

2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305

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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
Arkadios Wealth Advisors
April 2022 - Present · 4 yrs 5 mos
Arkadios CapitalBroker
April 2022 - Present · 4 yrs 5 mos
Previous Registrations
Mfs Institutional Advisors INC.
April 2016 - April 2022 · 6 yrs
Mfs Fund Distributors, INC.Broker
April 2016 - April 2022 · 6 yrs
Neuberger Berman LLC
March 2012 - March 2016 · 4 yrs
Neuberger Berman LLCBroker
March 2012 - March 2016 · 4 yrs
Calamos Wealth Management LLC
June 2010 - December 2012 · 2 yrs 6 mos
Calamos Financial Services LLCBroker
June 2010 - March 2012 · 1 yr 9 mos
Ridgeworth Capital Management, INC.
September 2008 - June 2010 · 1 yr 9 mos
Ridgeworth Distributors LLCBroker
August 2008 - May 2010 · 1 yr 9 mos
Suntrust Investment Services, INC.
June 2008 - August 2008 · 2 mos
Suntrust Investment Services, INC.Broker
June 2008 - August 2008 · 2 mos
John Hancock Distributors LLCBroker
March 2005 - April 2008 · 3 yrs 1 mo
Wells Investment Securities,inc.Broker
May 2004 - August 2004 · 3 mos
Enterprise Fund Distributors, INC.Broker
March 2002 - July 2003 · 1 yr 4 mos
Robert W. Baird & CO. IncorporatedBroker
August 2000 - December 2001 · 1 yr 4 mos
State Registrations1 state
GA
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.