Stanley Lewandoski
Stanley Lewandoski is a registered investment advisor at Arkadios Wealth Advisors, based in Jacksonville, FL, with 24 years of industry experience. Stanley 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
10739 Deerwood Park Blvd, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2020Customer Dispute
July 2019Other Business Activities
Stanley owns and operates rental real estate properties, dedicating a few hours per week to rent collection, repairs, and maintenance. He is also a vice president for Exclusive Advisors, his advisory practice's marketing name, and a managing partner for Phantoms of Summer, LLC, but spends no time on either.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Acg Wealth, INC.
Triad Advisors, LLC
Triad Advisors LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations4 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.