Robert Parker
Robert Parker is a registered investment advisor at Arkadios Wealth Advisors, based in Metairie, LA, with 22 years of industry experience. Robert 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
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.