MT
CFA
MT
CFA

Mark Tucker

9 Years of Experience
Atlanta, GA

Mark Tucker is a CFA-designated registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 9 years of industry experience. Mark 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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Other Business Activities

Mark is the President and sole member of Tucker Investment Counsel LLC, an investment-related business operating under the DBA Arkadios Wealth Advisors.

Employment History
Current Registrations
Arkadios Wealth Advisors
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Tucker Investment Counsel
August 2020 - December 2020 · 4 mos
Eads & Heald Investment Counsel
November 2005 - August 2009 · 3 yrs 9 mos
State Registrations2 states
FLGA
Advisor

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.