Robert Parker
Robert Parker is a registered investment advisor at Arkadios Wealth Advisors, based in Metairie, LA, with 23 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
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
5001 Veterans Blvd, Metairie, LA, 70006
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2019Customer Dispute
October 2018Other Business ActivitiesSells Insurance
Robert uses the DBA Gulf Coast Wealth Management since 2011 and is on the finance committee for the United Way of St. Charles Parish since 2000. He also engages in non-variable insurance activities, which are investment-related, since 2016.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Capital One Investments, LLCBroker
State Registrations15 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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