Jonathan Keller
Jonathan Keller is a registered investment advisor at Arkadios Wealth Advisors, based in Boca Raton, FL, with 25 years of industry experience. Jonathan 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
Boca Raton, FL
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Regulatory History (1)
Criminal
December 2004Other Business Activities
Jonathan is a realtor at Hub Realty, spending minimal time on this activity. He also oversees finances and invested in Tropical Detail, a service provider to auto dealerships, dedicating minimal time to this. Finally, Jonathan works full-time at 1031 Solutions, providing wealth management services.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios Capital
Arkadios CapitalBroker
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Spc
Sigma Financial CorporationBroker
First Security Investments, INC.Broker
State Registrations27 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.