Mark Thompson
Mark Thompson is a registered investment advisor at Arkadios Wealth Advisors, based in Dunwoody, GA, with 23 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
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
Dunwoody, GA
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2022Customer Dispute
May 2020Other Business Activities
Mark is the president of Authentic Financial, LLC, a pass-through entity. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios Capital
Arkadios CapitalBroker
Previous Registrations
Epg Wealth Management LLC
Acg Wealth INC.
Triad Advisors, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations8 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.