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Robert Warnock

25 Years of Experience
Dunwoody, GA
1 DisclosureBroker

Robert Warnock is a registered investment advisor at Arkadios Wealth Advisors, based in Dunwoody, GA, with 25 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
225 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1455 Lincoln Pkwy E. Suite 410, Dunwoody, GA, 30346

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History

Regulatory History (1)
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Judgment / Lien
July 2026
Employment History
Current Registrations
Arkadios Wealth Advisors
May 2022 - Present · 4 yrs 5 mos
Arkadios CapitalBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2007 - May 2022 · 14 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2007 - May 2022 · 14 yrs 5 mos
Suntrust Investment Services, INC.
April 2004 - December 2007 · 3 yrs 8 mos
Suntrust Investment Services, INC.Broker
April 2004 - December 2007 · 3 yrs 8 mos
Morgan Keegan & Company, INC.
February 2003 - March 2004 · 1 yr 1 mo
Morgan Keegan & Company, INC.Broker
March 2002 - March 2004 · 2 yrs
Synovus Securities, INC.Broker
April 2001 - March 2002 · 11 mos
State Registrations13 states
ALCAFLGALAMDMNMSNCOHSCTXWY
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.
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