Jeffery Akers
Jeffery Akers is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Forest Hill, MD, with 24 years of industry experience. Jeffery 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
134 Industry Lane, Suite 5, Forest Hill, MD, 21050
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2023Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Jeffery is a consultant at Daniel Alan Tax Service, vice president at Akers Financial Group (where he sells fixed insurance and annuities), director at Akers Financial Educational Foundation, host/co-host of Winning in Retirement radio show, elder at Crossroads Community Church, and investment advisor representative at Arkadios Wealth Advisors. He also serves on the planned giving committee for ARC Northern Chesapeake Region.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Kalos Capital, INC.Broker
Kalos Management
Psa Financial Advisors INC
Psa Equities, INC.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.