Mark Thompson
Mark Thompson is a registered investment advisor at Arkadios Wealth Advisors, based in Dunwoody, GA, with 23 years of industry experience. Mark 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
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% |
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
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.
Exams
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