Robert Douglass
Robert Douglass is a CFA-designated registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 25 years of industry experience. Robert 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
1380 West Paces Ferry Road, Suite 2240, Atlanta, GA, 30327
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2021Customer Dispute
May 2021Other Business Activities
Robert is a managing partner at Corbet Capital Advisors, providing investment advisory services since 2022. He spends about a quarter of his time on this, including time during trading hours, and receives commission compensation as an independent contractor.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Goldman, Sachs & CO.Broker
State Registrations12 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.